Financial Advantage’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $470K | Hold |
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|
2023
Q1 | $437K | Hold |
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|
2022
Q4 | $458K | Hold |
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|
2022
Q3 | $313K | Hold |
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|
2022
Q2 | $341K | Sell |
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|
2022
Q1 | $437K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $16K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $195K | Hold |
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|
2013
Q3 | $179K | Hold |
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|
2013
Q2 | $177K | Buy |
|