Highland Private Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $281K | Sell |
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|
2022
Q2 | $343K | Buy |
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|
2022
Q1 | $422K | Buy |
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|
2021
Q4 | $382K | Buy |
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|
2021
Q3 | $321K | Buy |
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|
2021
Q2 | $352K | Buy |
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|
2021
Q1 | $370K | Buy |
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|
2020
Q4 | $283K | Buy |
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|
2020
Q3 | $232K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $203K | Buy |
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|
2019
Q4 | $257K | Buy |
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|
2019
Q3 | $216K | Sell |
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|
2019
Q2 | $242K | Sell |
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|
2019
Q1 | $252K | Buy |
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|
2018
Q4 | $225K | Buy |
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|
2018
Q3 | $262K | Buy |
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|
2018
Q2 | $216K | Sell |
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|
2018
Q1 | $1.67M | Buy |
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|
2017
Q4 | $251K | Buy |
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