Fiduciary Trust International’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $1.18M | Buy |
9,326
+84
| +0.9% | +$10.6K | 0.19% | 67 |
|
|
2020
Q1 | $1.07M | Buy |
9,242
+69
| +0.8% | +$8K | 0.2% | 80 |
|
|
2019
Q4 | $1.36M | Buy |
9,173
+1,788
| +24% | +$264K | 0.22% | 73 |
|
|
2019
Q3 | $933K | Buy |
7,385
+5
| +0.1% | +$632 | 0.19% | 78 |
|
|
2019
Q2 | $1.01M | Sell |
7,380
-924
| -11% | -$126K | 0.23% | 73 |
|
|
2019
Q1 | $1.22M | Buy |
8,304
+1,005
| +14% | +$148K | 0.31% | 51 |
|
|
2018
Q4 | $928K | Buy |
7,299
+71
| +1% | +$9.03K | 0.28% | 55 |
|
|
2018
Q3 | $1.1M | Sell |
7,228
-654
| -8% | -$99.7K | 0.32% | 55 |
|
|
2018
Q2 | $1.07M | Sell |
7,882
-374
| -5% | -$50.7K | 0.32% | 55 |
|
|
2018
Q1 | $1.22M | Buy |
8,256
+434
| +6% | +$64K | 0.3% | 54 |
|
|
2017
Q4 | $1.23M | Buy |
7,822
+250
| +3% | +$39.4K | 0.31% | 52 |
|
|
2017
Q3 | $944K | Buy |
7,572
+548
| +8% | +$68.3K | 0.24% | 59 |
|
|
2017
Q2 | $755K | Sell |
7,024
-97
| -1% | -$10.4K | 0.2% | 54 |
|
|
2017
Q1 | $661K | Buy |
7,121
+254
| +4% | +$23.6K | 0.22% | 44 |
|
|
2016
Q4 | $637K | Buy |
+6,867
| New | +$637K | 0.22% | 45 |
|
|
2016
Q3 | – | Sell |
-6,750
| Closed | -$512K | – | 57 |
|
|
2016
Q2 | $512K | Sell |
6,750
-1,291
| -16% | -$97.9K | 0.17% | 47 |
|
|
2016
Q1 | $615K | Buy |
8,041
+91
| +1% | +$6.96K | 0.2% | 45 |
|
|
2015
Q4 | $540K | Buy |
7,950
+87
| +1% | +$5.91K | 0.18% | 56 |
|
|
2015
Q3 | $514K | Buy |
7,863
+76
| +1% | +$4.97K | 0.17% | 57 |
|
|
2015
Q2 | $660K | Buy |
7,787
+142
| +2% | +$12K | 0.21% | 56 |
|
|
2015
Q1 | $612K | Buy |
7,645
+62
| +0.8% | +$4.96K | 0.18% | 58 |
|
|
2014
Q4 | $694K | Buy |
7,583
+52
| +0.7% | +$4.76K | 0.2% | 57 |
|
|
2014
Q3 | $746K | Buy |
7,531
+560
| +8% | +$55.5K | 0.22% | 54 |
|
|
2014
Q2 | $758K | Buy |
6,971
+2,487
| +55% | +$270K | 0.23% | 51 |
|
|
2014
Q1 | $446K | Buy |
+4,484
| New | +$446K | 0.13% | 80 |
|