FormulaFolio Investments’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
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|
2020
Q4 | $3.92M | Buy |
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|
2020
Q3 | $640K | Buy |
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|
2020
Q2 | $541K | Sell |
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|
2020
Q1 | $630K | Sell |
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|
2019
Q4 | $1.38M | Sell |
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|
2019
Q3 | $1.23M | Sell |
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|
2019
Q2 | $1.45M | Sell |
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|
2019
Q1 | $1.47M | Buy |
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|
2018
Q4 | $1.19M | Hold |
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|
2018
Q3 | $1.19M | Buy |
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|
2018
Q2 | $887K | Buy |
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