DB Wealth Management Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $129K | Hold |
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|
2023
Q3 | $119K | Sell |
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|
2023
Q2 | $125K | Hold |
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|
2023
Q1 | $116K | Hold |
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|
2022
Q4 | $121K | Hold |
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|
2022
Q3 | $83K | Hold |
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|
2022
Q2 | $90K | Hold |
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|
2022
Q1 | $113K | Hold |
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|
2021
Q4 | $105K | Hold |
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|
2021
Q3 | $97K | Hold |
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|
2021
Q2 | $110K | Hold |
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|
2021
Q1 | $117K | Sell |
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|
2020
Q4 | $138K | Buy |
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