Fernwood Investment Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $710K | Hold |
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|
2024
Q3 | $765K | Sell |
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|
2024
Q2 | $661K | Sell |
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|
2024
Q1 | $736K | Sell |
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|
2023
Q4 | $771K | Hold |
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|
2023
Q3 | $712K | Sell |
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|
2023
Q2 | $660K | Sell |
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|
2023
Q1 | $648K | Buy |
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|
2022
Q4 | $646K | Sell |
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|
2022
Q3 | $459K | Sell |
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|
2022
Q2 | $625K | Hold |
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|
2022
Q1 | $779K | Hold |
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|
2021
Q4 | $723K | Hold |
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|
2021
Q3 | $671K | Buy |
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|
2021
Q2 | $727K | Sell |
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|
2021
Q1 | $786K | Buy |
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|
2020
Q4 | $612K | Hold |
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|
2020
Q3 | $502K | Sell |
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|
2020
Q2 | $501K | Hold |
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|
2020
Q1 | $460K | Sell |
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|
2019
Q4 | $659K | Sell |
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|
2019
Q3 | $583K | Buy |
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|
2019
Q2 | $622K | Hold |
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|
2019
Q1 | $618K | Hold |
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|
2018
Q4 | $580K | Sell |
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|
2018
Q3 | $711K | Sell |
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|
2018
Q2 | $640K | Sell |
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|
2018
Q1 | $709K | Sell |
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|
2017
Q4 | $1.18M | Sell |
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|
2017
Q3 | $942K | Sell |
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|
2017
Q2 | $892K | Hold |
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|
2017
Q1 | $770K | Sell |
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|
2016
Q4 | $844K | Sell |
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|
2016
Q3 | $879K | Sell |
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|
2016
Q2 | $788K | Sell |
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|
2016
Q1 | $846K | Hold |
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|
2015
Q4 | $751K | Sell |
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|
2015
Q3 | $961K | Hold |
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|
2015
Q2 | $1.25M | Hold |
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|
2015
Q1 | $1.18M | Sell |
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|
2014
Q4 | $1.41M | Hold |
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|
2014
Q3 | $1.52M | Sell |
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|
2014
Q2 | $1.68M | Sell |
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|
2014
Q1 | $1.57M | Sell |
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|
2013
Q4 | $1.61M | Buy |
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