Financial Architects (New Jersey)’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.4M | Sell |
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|
2023
Q1 | $1.37M | Sell |
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|
2022
Q4 | $1.53M | Sell |
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|
2022
Q3 | $1.06M | Buy |
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|
2022
Q2 | $1.12M | Buy |
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|
2022
Q1 | $1.26M | Buy |
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|
2021
Q4 | $974K | Sell |
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|
2021
Q3 | $908K | Sell |
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|
2021
Q2 | $1.24M | Sell |
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|
2021
Q1 | $1.39M | Buy |
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|
2020
Q4 | $1.08M | Buy |
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|
2020
Q3 | $757K | Buy |
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|
2020
Q2 | $625K | Hold |
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|
2020
Q1 | $573K | Buy |
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|
2019
Q4 | $690K | Sell |
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|
2019
Q3 | $618K | Sell |
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|
2019
Q2 | $717K | Buy |
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|
2019
Q1 | $189K | Sell |
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|
2018
Q4 | $325K | Buy |
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|
2018
Q3 | $295K | Sell |
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|
2018
Q2 | $265K | Buy |
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|
2018
Q1 | $256K | Buy |
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|
2017
Q4 | $176K | Hold |
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|
2017
Q3 | $139K | Sell |
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|
2017
Q2 | $131K | Hold |
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|
2017
Q1 | $113K | Buy |
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|
2016
Q4 | $107K | Buy |
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|
2016
Q3 | $94K | Sell |
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|
2016
Q2 | $98K | Buy |
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|
2016
Q1 | $98K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $137K | Sell |
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|
2015
Q1 | $196K | Sell |
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|
2014
Q4 | $229K | Buy |
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|
2014
Q3 | $183K | Sell |
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|
2014
Q2 | $212K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $108K | Sell |
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|
2013
Q2 | $154K | Buy |
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