Intercontinental Wealth Advisors’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 | $601K | Sell |
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|
2023
Q1 | $562K | Sell |
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|
2022
Q4 | $713K | Buy |
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|
2022
Q3 | $483K | Buy |
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|
2022
Q2 | $525K | Sell |
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|
2022
Q1 | $805K | Buy |
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|
2021
Q4 | $607K | Hold |
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|
2021
Q3 | $564K | Hold |
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|
2021
Q2 | $639K | Sell |
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|
2021
Q1 | $709K | Sell |
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|
2020
Q4 | $561K | Hold |
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|
2020
Q3 | $460K | Buy |
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|
2020
Q2 | $387K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $168K | Sell |
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|
2019
Q3 | $162K | Sell |
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|
2019
Q2 | $212K | Hold |
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|
2019
Q1 | $211K | Buy |
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|
2018
Q4 | $198K | Buy |
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|
2018
Q3 | $205K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $213K | Hold |
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|
2017
Q4 | $227K | Buy |
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