Heron Financial Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $545K | Buy |
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|
2023
Q1 | $492K | Sell |
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|
2022
Q4 | $540K | Sell |
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|
2022
Q3 | $373K | Buy |
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|
2022
Q2 | $394K | Buy |
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|
2022
Q1 | $491K | Sell |
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|
2021
Q4 | $454K | Buy |
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|
2021
Q3 | $410K | Buy |
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|
2021
Q2 | $464K | Buy |
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|
2021
Q1 | $469K | Sell |
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|
2020
Q4 | $393K | Buy |
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|
2020
Q3 | $309K | Buy |
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|
2020
Q2 | $249K | Buy |
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|
2020
Q1 | $223K | Buy |
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|
2019
Q4 | $253K | Buy |
|