HC Financial Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.49M | Hold |
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|
2022
Q1 | $3.11M | Hold |
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|
2021
Q4 | $2.88M | Buy |
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|
2021
Q3 | $2.68M | Hold |
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|
2021
Q2 | $3.04M | Hold |
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|
2021
Q1 | $3.23M | Hold |
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|
2020
Q4 | $2.54M | Hold |
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|
2020
Q3 | $2.08M | Sell |
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|
2020
Q2 | $1.78M | Hold |
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|
2020
Q1 | $1.63M | Buy |
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|
2019
Q4 | $2.07M | Hold |
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|
2019
Q3 | $1.77M | Buy |
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|
2019
Q2 | $1.9M | Buy |
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|
2019
Q1 | $1.89M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $2.12M | Hold |
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|
2018
Q2 | $1.89M | Hold |
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|
2018
Q1 | $2.05M | Sell |
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|
2017
Q4 | $2.27M | Buy |
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