Doyle Wealth Management’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 | $273K | Buy |
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|
2022
Q2 | $283K | Buy |
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|
2022
Q1 | $348K | Sell |
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|
2021
Q4 | $324K | Hold |
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|
2021
Q3 | $300K | Buy |
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|
2021
Q2 | $275K | Buy |
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|
2021
Q1 | $293K | Sell |
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|
2020
Q4 | $281K | Hold |
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|
2020
Q3 | $230K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $203K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $189K | Sell |
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|
2019
Q1 | $208K | Sell |
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|
2018
Q4 | $309K | Buy |
|