CPWM LLC’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 | $920K | Buy |
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|
2022
Q2 | $968K | Buy |
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|
2022
Q1 | $1.21M | Buy |
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|
2021
Q4 | $1.01M | Hold |
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|
2021
Q3 | $1.01M | Sell |
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|
2021
Q2 | $1.15M | Buy |
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|
2021
Q1 | $1.2M | Sell |
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|
2020
Q4 | $1.15M | Buy |
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|
2020
Q3 | $933K | Sell |
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|
2020
Q2 | $859K | Sell |
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|
2020
Q1 | $795K | Buy |
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|
2019
Q4 | $1M | Sell |
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|
2019
Q3 | $978K | Buy |
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|
2019
Q2 | $931K | Sell |
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|
2019
Q1 | $955K | Buy |
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|
2018
Q4 | $893K | Sell |
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|
2018
Q3 | $1.07M | Buy |
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|
2018
Q2 | $927K | Sell |
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|
2018
Q1 | $1.01M | Buy |
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|
2017
Q4 | $952K | Hold |
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|
2017
Q3 | $754K | Sell |
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|
2017
Q2 | $761K | Sell |
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|
2017
Q1 | $657K | Sell |
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|
2016
Q4 | $768K | Buy |
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|
2016
Q3 | $726K | Hold |
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|
2016
Q2 | $620K | Sell |
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|
2016
Q1 | $629K | Sell |
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|
2015
Q4 | $575K | Buy |
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|
2015
Q3 | $538K | Buy |
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|
2015
Q2 | $689K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $202K | Buy |
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