First National Bank of South Miami’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 | $207K | Buy |
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|
2023
Q1 | $158K | Sell |
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|
2022
Q4 | $197K | Buy |
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|
2022
Q3 | $127K | Sell |
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|
2022
Q2 | $159K | Buy |
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|
2022
Q1 | $160K | Buy |
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|
2021
Q4 | $90K | Buy |
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|
2021
Q3 | $2K | Hold |
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|
2021
Q2 | $2K | Hold |
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|
2021
Q1 | $2K | Sell |
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|
2020
Q4 | $13K | Sell |
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|
2020
Q3 | $13K | Sell |
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|
2020
Q2 | $33K | Sell |
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|
2020
Q1 | $44K | Buy |
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|
2019
Q4 | $51K | Sell |
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|
2019
Q3 | $45K | Hold |
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|
2019
Q2 | $49K | Buy |
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|
2019
Q1 | $51K | Hold |
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|
2018
Q4 | $50K | Buy |
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