Financial Sense Advisors’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 | $2.8M | Sell |
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|
2023
Q1 | $2.64M | Sell |
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|
2022
Q4 | $2.77M | Sell |
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|
2022
Q3 | $2.43M | Buy |
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|
2022
Q2 | $2.55M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $3.2M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $8.38M | Sell |
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|
2017
Q3 | $6.84M | Buy |
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|
2017
Q2 | $3.87M | Buy |
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|
2017
Q1 | $1.85M | Sell |
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|
2016
Q4 | $2.16M | Buy |
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|
2016
Q3 | $1.89M | Buy |
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