FMA Advisory’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.28M | Sell |
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|
2021
Q2 | $1.61M | Buy |
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|
2021
Q1 | $1.65M | Buy |
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|
2020
Q4 | $964K | Buy |
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|
2020
Q3 | $486K | Buy |
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|
2020
Q2 | $324K | Buy |
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|
2014
Q4 | $1.8M | Sell |
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|
2014
Q3 | $2.01M | Sell |
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|
2014
Q2 | $2.28M | Sell |
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|
2014
Q1 | $2.16M | Buy |
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|
2013
Q4 | $1.96M | Sell |
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|
2013
Q3 | $1.85M | Sell |
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|
2013
Q2 | $1.93M | Buy |
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