Genovese Burford & Brothers Wealth & Retirement Plan Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.01M | Sell |
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|
2020
Q3 | $855K | Sell |
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|
2020
Q2 | $735K | Buy |
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|
2020
Q1 | $673K | Sell |
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|
2019
Q4 | $938K | Buy |
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|
2019
Q3 | $793K | Buy |
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|
2019
Q2 | $704K | Hold |
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|
2019
Q1 | $700K | Sell |
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|
2018
Q4 | $669K | Buy |
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|
2018
Q3 | $757K | Hold |
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|
2018
Q2 | $674K | Hold |
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|
2018
Q1 | $732K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $623K | Sell |
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|
2017
Q2 | $572K | Buy |
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|
2017
Q1 | $485K | Sell |
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|
2016
Q4 | $970K | Buy |
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|
2016
Q3 | $463K | Buy |
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|
2016
Q2 | $375K | Buy |
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|
2016
Q1 | $379K | Hold |
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|
2015
Q4 | $336K | Buy |
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