Concentric Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.2M | Hold |
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|
2024
Q2 | $1.02M | Hold |
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|
2024
Q1 | $1.13M | Sell |
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|
2023
Q4 | $931K | Hold |
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|
2023
Q3 | $860K | Buy |
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|
2023
Q2 | $773K | Sell |
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|
2023
Q1 | $730K | Sell |
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|
2022
Q4 | $815K | Sell |
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|
2022
Q3 | $607K | Hold |
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|
2022
Q2 | $661K | Buy |
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|
2022
Q1 | $758K | Hold |
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|
2021
Q4 | $703K | Hold |
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|
2021
Q3 | $653K | Hold |
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|
2021
Q2 | $740K | Hold |
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|
2021
Q1 | $788K | Hold |
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|
2020
Q4 | $619K | Hold |
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|
2020
Q3 | $507K | Buy |
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|
2020
Q2 | $367K | Sell |
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|
2020
Q1 | $340K | Hold |
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|
2019
Q4 | $433K | Buy |
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|
2019
Q3 | $366K | Hold |
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|
2019
Q2 | $395K | Hold |
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|
2019
Q1 | $393K | Hold |
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|
2018
Q4 | $369K | Hold |
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|
2018
Q3 | $442K | Hold |
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|
2018
Q2 | $393K | Hold |
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|
2018
Q1 | $427K | Hold |
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|
2017
Q4 | $457K | Sell |
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|
2017
Q3 | $399K | Hold |
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|
2017
Q2 | $344K | Hold |
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|
2017
Q1 | $297K | Hold |
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|
2016
Q4 | $297K | Buy |
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