Corient Capital Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.81M | Hold |
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|
2022
Q2 | $1.81M | Buy |
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|
2022
Q1 | $2.02M | Buy |
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|
2021
Q4 | $1.6M | Buy |
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|
2021
Q3 | $1.35M | Sell |
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|
2021
Q2 | $1.55M | Buy |
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|
2021
Q1 | $1.47M | Buy |
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|
2020
Q4 | $992K | Sell |
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|
2020
Q3 | $820K | Buy |
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|
2020
Q2 | $644K | Buy |
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|
2020
Q1 | $565K | Sell |
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|
2019
Q4 | $836K | Sell |
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|
2019
Q3 | $1.38M | Buy |
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|
2019
Q2 | $1.02M | Sell |
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|
2019
Q1 | $2.31M | Buy |
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|
2018
Q4 | $436K | Buy |
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|
2018
Q3 | $348K | Hold |
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|
2018
Q2 | $310K | Buy |
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|
2018
Q1 | $277K | Buy |
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|
2017
Q4 | $293K | Sell |
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|
2017
Q3 | $241K | Sell |
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|
2017
Q2 | $252K | Buy |
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|
2017
Q1 | $216K | Hold |
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|
2016
Q4 | $216K | Sell |
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|
2016
Q3 | $228K | Buy |
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