Johanson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $282K | Buy |
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|
2021
Q3 | $261K | Sell |
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|
2021
Q2 | $309K | Buy |
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|
2021
Q1 | $339K | Buy |
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|
2020
Q4 | $261K | Buy |
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|
2020
Q3 | $219K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.31M | Buy |
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|
2019
Q3 | $211K | Sell |
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|
2019
Q2 | $312K | Buy |
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|
2019
Q1 | $279K | Buy |
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|
2018
Q4 | $260K | Sell |
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|
2018
Q3 | $330K | Sell |
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|
2018
Q2 | $300K | Buy |
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|
2018
Q1 | $323K | Buy |
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|
2017
Q4 | $326K | Buy |
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|
2017
Q3 | $255K | Sell |
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|
2017
Q2 | $240K | Sell |
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|
2017
Q1 | $210K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $253K | Sell |
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|
2016
Q2 | $361K | Buy |
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|
2016
Q1 | $361K | Sell |
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|
2015
Q4 | $325K | Buy |
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