Ferris Capital’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $633K | Buy |
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|
2021
Q4 | $557K | Hold |
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|
2021
Q3 | $562K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $390K | Hold |
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|
2020
Q4 | $306K | Buy |
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|
2020
Q3 | $249K | Buy |
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|
2020
Q2 | $208K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $58K | Hold |
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|
2018
Q4 | $55K | Sell |
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|
2018
Q3 | $78K | Buy |
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|
2018
Q2 | $67K | Sell |
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|
2018
Q1 | $77K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $48K | Buy |
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