Garrison Asset Management’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 | $216K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $297K | Hold |
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|
2020
Q2 | $252K | Hold |
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|
2020
Q1 | $231K | Hold |
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|
2019
Q4 | $294K | Sell |
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|
2019
Q3 | $324K | Hold |
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|
2019
Q2 | $350K | Hold |
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|
2019
Q1 | $348K | Hold |
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|
2018
Q4 | $326K | Hold |
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|
2018
Q3 | $391K | Hold |
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|
2018
Q2 | $348K | Buy |
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|
2018
Q1 | $369K | Hold |
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|
2017
Q4 | $395K | Hold |
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|
2017
Q3 | $313K | Hold |
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|
2017
Q2 | $269K | Hold |
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|
2017
Q1 | $232K | Sell |
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|
2016
Q4 | $426K | Sell |
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|
2016
Q3 | $499K | Hold |
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|
2016
Q2 | $426K | Sell |
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|
2016
Q1 | $434K | Buy |
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|
2015
Q4 | $381K | Buy |
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|
2015
Q3 | $357K | Sell |
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|
2015
Q2 | $489K | Sell |
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|
2015
Q1 | $546K | Buy |
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|
2014
Q4 | $464K | Hold |
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|
2014
Q3 | $464K | Hold |
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|
2014
Q2 | $510K | Sell |
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|
2014
Q1 | $567K | Buy |
|