Clear Perspective Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $623K | Buy |
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|
2021
Q3 | $394K | Sell |
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|
2021
Q2 | $448K | Buy |
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|
2021
Q1 | $476K | Buy |
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|
2020
Q4 | $363K | Sell |
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|
2020
Q3 | $1.4K | Buy |
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|
2020
Q2 | $280K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $222K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $168K | Sell |
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|
2018
Q1 | $293K | Buy |
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|
2017
Q4 | $195K | Sell |
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|
2017
Q3 | $167K | Sell |
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|
2017
Q2 | $241K | Hold |
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|
2017
Q1 | $208K | Hold |
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|
2016
Q4 | $208K | Buy |
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