Gideon Capital Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.71M | Sell |
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|
2019
Q3 | $1.67M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $551K | Sell |
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|
2018
Q1 | $1.28M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $486K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $280K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $2.29M | Sell |
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|
2014
Q4 | $3.58M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $1.33M | Buy |
|