Homrich & Berg’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $3.4M | Buy |
|
|||||
|
2021
Q2 | $3.18M | Buy |
|
|||||
|
2021
Q1 | $2.91M | Buy |
|
|||||
|
2020
Q4 | $2.11M | Buy |
|
|||||
|
2020
Q3 | $1.52M | Buy |
|
|||||
|
2020
Q2 | $1.15M | Buy |
|
|||||
|
2020
Q1 | $833K | Sell |
|
|||||
|
2019
Q4 | $1.17M | Buy |
|
|||||
|
2019
Q3 | $874K | Buy |
|
|||||
|
2019
Q2 | $941K | Buy |
|
|||||
|
2019
Q1 | $912K | Buy |
|
|||||
|
2018
Q4 | $602K | Buy |
|
|||||
|
2018
Q3 | $592K | Buy |
|
|||||
|
2018
Q2 | $495K | Sell |
|
|||||
|
2018
Q1 | $3.04M | Buy |
|
|||||
|
2017
Q4 | $3.23M | Buy |
|
|||||
|
2017
Q3 | $2.56M | Buy |
|
|||||
|
2017
Q2 | $294K | Buy |
|
|||||
|
2017
Q1 | $230K | Buy |
|
|||||
|
2014
Q4 | – | Sell |
|
|||||
|
2014
Q3 | $697K | Buy |
|