GW & Wade’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.6M | Buy |
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|
2023
Q3 | $1.68M | Buy |
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|
2023
Q2 | $1.26M | Sell |
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|
2023
Q1 | $1.42M | Sell |
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|
2022
Q4 | $1.52M | Buy |
|
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|
2022
Q3 | $995K | Buy |
|
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|
2022
Q2 | $1.04M | Sell |
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|
2022
Q1 | $1.3M | Buy |
|
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|
2021
Q4 | $1.18M | Buy |
|
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|
2021
Q3 | $1.03M | Buy |
|
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|
2021
Q2 | $1.07M | Buy |
|
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|
2021
Q1 | $902K | Buy |
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|
2020
Q4 | $656K | Buy |
|
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|
2020
Q3 | $478K | Hold |
|
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|
2020
Q2 | $405K | Buy |
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|
2020
Q1 | $335K | Sell |
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|
2019
Q4 | $443K | Sell |
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|
2019
Q3 | $437K | Buy |
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|
2019
Q2 | $447K | Buy |
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|
2019
Q1 | $443K | Sell |
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|
2018
Q4 | $440K | Buy |
|
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|
2018
Q3 | $479K | Buy |
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|
2018
Q2 | $426K | Buy |
|
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|
2018
Q1 | $462K | Buy |
|
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|
2017
Q4 | $440K | Buy |
|
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|
2017
Q3 | $342K | Buy |
|
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|
2017
Q2 | $294K | Sell |
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|
2017
Q1 | $643K | Buy |
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|
2016
Q4 | $524K | Sell |
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|
2016
Q3 | $506K | Buy |
|
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|
2016
Q2 | $400K | Buy |
|
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|
2016
Q1 | $403K | Sell |
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|
2015
Q4 | $487K | Sell |
|
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|
2015
Q3 | $531K | Buy |
|
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|
2015
Q2 | $492K | Sell |
|
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|
2015
Q1 | $596K | Buy |
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|
2014
Q4 | $503K | Buy |
|