Girard Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $926K | Buy |
|
|||||
|
2024
Q1 | $1.02M | Sell |
|
|||||
|
2023
Q4 | $861K | Buy |
|
|||||
|
2023
Q3 | $775K | Buy |
|
|||||
|
2023
Q2 | $698K | Sell |
|
|||||
|
2023
Q1 | $677K | Sell |
|
|||||
|
2022
Q4 | $767K | Buy |
|
|||||
|
2022
Q3 | $453K | Sell |
|
|||||
|
2022
Q2 | $511K | Buy |
|
|||||
|
2022
Q1 | $620K | Sell |
|
|||||
|
2021
Q4 | $617K | Buy |
|
|||||
|
2021
Q3 | $553K | Buy |
|
|||||
|
2021
Q2 | $495K | Sell |
|
|||||
|
2021
Q1 | $540K | Buy |
|
|||||
|
2020
Q4 | $365K | Sell |
|
|||||
|
2020
Q3 | $314K | Sell |
|
|||||
|
2020
Q2 | $315K | Sell |
|
|||||
|
2020
Q1 | $466K | Sell |
|
|||||
|
2019
Q4 | $2.19M | Buy |
|
|||||
|
2019
Q3 | $594K | Sell |
|
|||||
|
2019
Q2 | $1.03M | Buy |
|
|||||
|
2019
Q1 | $969K | Buy |
|
|||||
|
2018
Q4 | $841K | Sell |
|
|||||
|
2018
Q3 | $1.09M | Sell |
|
|||||
|
2018
Q2 | $1.1M | Sell |
|
|||||
|
2018
Q1 | $1.2M | Buy |
|
|||||
|
2017
Q4 | $1.04M | Buy |
|
|||||
|
2017
Q3 | $805K | Sell |
|
|||||
|
2017
Q2 | $715K | Sell |
|
|||||
|
2017
Q1 | $661K | Buy |
|
|||||
|
2016
Q4 | $521K | Buy |
|
|||||
|
2016
Q3 | $493K | Buy |
|
|||||
|
2016
Q2 | $345K | Sell |
|
|||||
|
2016
Q1 | $426K | Sell |
|
|||||
|
2015
Q4 | $395K | Buy |
|
|||||
|
2015
Q3 | $333K | Buy |
|
|||||
|
2015
Q2 | $418K | Sell |
|
|||||
|
2015
Q1 | $516K | Sell |
|
|||||
|
2014
Q4 | $733K | Sell |
|
|||||
|
2014
Q3 | $842K | Sell |
|
|||||
|
2014
Q2 | $1.4M | Buy |
|
|||||
|
2014
Q1 | $1.2M | Sell |
|
|||||
|
2013
Q4 | $1.22M | Buy |
|