Edge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $477K | Hold |
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|
2022
Q3 | $330K | Hold |
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|
2022
Q2 | $358K | Hold |
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|
2022
Q1 | $446K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $7.24M | Buy |
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|
2020
Q4 | $5.36M | Buy |
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|
2020
Q3 | $4.39M | Buy |
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|
2020
Q2 | $3.63M | Sell |
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|
2020
Q1 | $6.27M | Buy |
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|
2019
Q4 | $3K | Hold |
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|
2019
Q3 | $2K | Hold |
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|
2019
Q2 | $2K | Sell |
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|
2019
Q1 | $9K | Hold |
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|
2018
Q4 | $8K | Buy |
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|
2018
Q3 | $3K | Hold |
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|
2018
Q2 | $2K | Hold |
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|
2018
Q1 | $3K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $23K | Hold |
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|
2016
Q1 | $23K | Hold |
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|
2015
Q4 | $20K | Sell |
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|
2015
Q3 | $36K | Sell |
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|
2015
Q2 | $56K | Sell |
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|
2015
Q1 | $209K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $151K | Sell |
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|
2013
Q4 | $4.98M | Sell |
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|
2013
Q3 | $4.8M | Buy |
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|
2013
Q2 | $4.41M | Buy |
|