Endurance Wealth Management’s Caterpillar CAT Stock Holding History

Endurance Wealth Management’s Portfolio CAT Stock Details CAT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$163K	Hold
2023 Q1	$152K	Hold
2022 Q4	$159K	Buy
2022 Q3	$108K	Hold
2022 Q2	$118K	Hold
2022 Q1	$147K	Hold
2021 Q4	$136K	Hold
2021 Q3	$127K	Hold
2021 Q2	$143K	Hold
2021 Q1	$153K	Hold
2020 Q4	$120K	Hold
2020 Q3	$98K	Sell
2020 Q2	$86K	Hold
2020 Q1	$79K	Sell
2019 Q4	$108K	Hold
2019 Q3	$92K	Buy
2019 Q2	$97K	Hold
2019 Q1	$97K	Buy
2018 Q4	$82K	Hold
2018 Q3	$98K	Hold
2018 Q2	$88K	Sell
2018 Q1	$158K	Buy
2017 Q4	$113K	Sell
2017 Q3	$96K	Hold
2017 Q2	$83K	Buy
2017 Q1	$63K	Sell
2016 Q4	$81K	Sell
2016 Q3	$356K	Sell
2016 Q2	$485K	Sell
2016 Q1	$1.08K	Sell
2015 Q4	$1.01M	Sell
2015 Q3	$1.36M	Sell
2015 Q2	$1.86M	Sell
2015 Q1	$1.93M	Sell
2014 Q4	$3.75M	Sell
2014 Q3	$4.3M	Sell
2014 Q2	$4.94M	Sell
2014 Q1	$4.55M	Buy
2013 Q4	$3.38M	Buy
2013 Q3	$2.58M	Buy
2013 Q2	$2.32M	Buy