FinTrust Capital Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.92M | Buy |
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|
2024
Q2 | $1.61M | Sell |
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|
2024
Q1 | $1.85M | Buy |
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|
2023
Q4 | $1.29M | Buy |
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|
2023
Q3 | $1.17M | Sell |
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|
2023
Q2 | $1.03M | Hold |
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|
2023
Q1 | $1.03M | Hold |
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|
2022
Q4 | $1.03M | Buy |
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|
2022
Q3 | $790K | Sell |
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|
2022
Q2 | $791K | Buy |
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|
2022
Q1 | $937K | Buy |
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|
2021
Q4 | $849K | Buy |
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|
2021
Q3 | $787K | Buy |
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|
2021
Q2 | $839K | Sell |
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|
2021
Q1 | $936K | Buy |
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|
2020
Q4 | $717K | Sell |
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|
2020
Q3 | $662 | Hold |
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|
2020
Q2 | $561K | Sell |
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|
2020
Q1 | $527K | Buy |
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|
2019
Q4 | $665K | Buy |
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|
2019
Q3 | $548K | Sell |
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|
2019
Q2 | $633K | Sell |
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|
2019
Q1 | $651K | Sell |
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|
2018
Q4 | $655K | Buy |
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