Cordasco Financial Network’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $721K | Buy |
|
|||||
|
2022
Q1 | $863K | Buy |
|
|||||
|
2021
Q4 | $787K | Sell |
|
|||||
|
2021
Q3 | $761K | Buy |
|
|||||
|
2021
Q2 | $837K | Sell |
|
|||||
|
2021
Q1 | $996K | Buy |
|
|||||
|
2020
Q4 | $721K | Sell |
|
|||||
|
2020
Q3 | $648K | Buy |
|
|||||
|
2020
Q2 | $543K | Buy |
|
|||||
|
2020
Q1 | $455K | Buy |
|
|||||
|
2019
Q4 | $365K | Buy |
|
|||||
|
2019
Q3 | $224K | Buy |
|
|||||
|
2019
Q2 | $221K | Buy |
|
|||||
|
2019
Q1 | $207K | Buy |
|
|||||
|
2018
Q4 | $191K | Sell |
|
|||||
|
2018
Q3 | $435K | Hold |
|
|||||
|
2018
Q2 | $387K | Buy |
|
|||||
|
2018
Q1 | $368K | Hold |
|
|||||
|
2017
Q4 | $394K | Buy |
|
|||||
|
2017
Q3 | $187K | Hold |
|
|||||
|
2017
Q2 | $161K | Hold |
|
|||||
|
2017
Q1 | $139K | Hold |
|
|||||
|
2016
Q4 | $139K | Buy |
|