Coulter & Justus Financial Services’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$14.1M Buy
2023
Q4
$268K Hold
2023
Q3
$247K Hold
2023
Q2
$223K Hold
2023
Q1
$207K Hold
2022
Q4
$217K Buy