Frontier Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $3M | Buy |
16,804
+3,903
| +30% | +$823K | 0.22% | 102 |
|
|
2022
Q1 | $2.8M | Buy |
12,901
+953
| +8% | +$200K | 0.03% | 93 |
|
|
2021
Q4 | $2.47M | Buy |
11,948
+593
| +5% | +$119K | 0.16% | 103 |
|
|
2021
Q3 | $2.18M | Buy |
11,355
+338
| +3% | +$70.4K | 0.15% | 110 |
|
|
2021
Q2 | $2.4M | Buy |
11,017
+611
| +6% | +$141K | 0.17% | 107 |
|
|
2021
Q1 | $2.41M | Sell |
10,406
-185
| -2% | -$38.3K | 0.19% | 97 |
|
|
2020
Q4 | $1.93M | Sell |
10,591
-897
| -8% | -$152K | 0.16% | 103 |
|
|
2020
Q3 | $1.71M | Buy |
11,488
+204
| +2% | +$28.7K | 0.16% | 106 |
|
|
2020
Q2 | $1.43M | Buy |
11,284
+2,082
| +23% | +$247K | 0.13% | 115 |
|
|
2020
Q1 | $1.07M | Buy |
9,202
+4,143
| +82% | +$529K | 0.17% | 109 |
|
|
2019
Q4 | $747K | Sell |
5,059
-4,603
| -48% | -$642K | 0.12% | 135 |
|
|
2019
Q3 | $1.22M | Buy |
9,662
+1,925
| +25% | +$245K | 0.18% | 115 |
|
|
2019
Q2 | $1.05M | Buy |
7,737
+193
| +3% | +$25.5K | 0.16% | 118 |
|
|
2019
Q1 | $1.02M | Buy |
7,544
+152
| +2% | +$20.2K | 0.14% | 148 |
|
|
2018
Q4 | $939K | Buy |
7,392
+189
| +3% | +$24.6K | 0.14% | 150 |
|
|
2018
Q3 | $1.1M | Sell |
7,203
-106
| -1% | -$15K | 0.1% | 146 |
|
|
2018
Q2 | $992K | Buy |
7,309
+280
| +4% | +$41.8K | 0.14% | 146 |
|
|
2018
Q1 | $1.04M | Buy |
7,029
+505
| +8% | +$79.7K | 0.15% | 150 |
|
|
2017
Q4 | $1.03M | Buy |
6,524
+196
| +3% | +$27.2K | 0.17% | 137 |
|
|
2017
Q3 | $789K | Buy |
6,328
+1,060
| +20% | +$122K | 0.11% | 172 |
|
|
2017
Q2 | $566K | Sell |
5,268
-550
| -9% | -$55.9K | 0.09% | 201 |
|
|
2017
Q1 | $540K | Sell |
5,818
-500
| -8% | -$47.3K | 0.08% | 215 |
|
|
2016
Q4 | $586K | Buy |
6,318
+100
| +2% | +$9.06K | 0.1% | 196 |
|
|
2016
Q3 | $552K | Sell |
6,218
-400
| -6% | -$32.7K | 0.08% | 191 |
|
|
2016
Q2 | $502K | Sell |
6,618
-200
| -3% | -$15K | 0.08% | 204 |
|
|
2016
Q1 | $522K | Sell |
6,818
-576
| -8% | -$38.6K | 0.04% | 195 |
|
|
2015
Q4 | $502K | Sell |
7,394
-474
| -6% | -$33.1K | 0.08% | 198 |
|
|
2015
Q3 | $514K | Buy |
7,868
+4,868
| +162% | +$372K | 0.08% | 205 |
|
|
2015
Q2 | $254K | Buy |
3,000
+200
| +7% | +$17.2K | 0.04% | 281 |
|
|
2015
Q1 | $224K | Buy |
2,800
+400
| +17% | +$33.2K | 0.04% | 269 |
|
|
2014
Q4 | $220K | Buy |
+2,400
| New | +$234K | 0.04% | 230 |
|
Other funds holding CAT
