Kings Point Capital 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
Q1 | $345K | Sell |
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|
2021
Q4 | $324K | Sell |
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|
2021
Q3 | $307K | Buy |
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|
2021
Q2 | $326K | Buy |
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|
2021
Q1 | $256K | Sell |
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|
2020
Q4 | $277K | Sell |
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|
2020
Q3 | $255K | Buy |
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|
2020
Q2 | $36K | Sell |
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|
2020
Q1 | $61K | Sell |
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|
2019
Q4 | $85K | Buy |
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|
2019
Q3 | $71K | Buy |
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|
2019
Q2 | $61K | Hold |
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|
2019
Q1 | $61K | Sell |
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|
2018
Q4 | $67K | Buy |
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|
2018
Q3 | $37K | Hold |
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|
2018
Q2 | $33K | Hold |
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|
2018
Q1 | $35K | Hold |
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|
2017
Q4 | $38K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $21K | Hold |
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|
2017
Q1 | $19K | Hold |
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|
2016
Q4 | $19K | Hold |
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|
2016
Q3 | $18K | Hold |
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|
2016
Q2 | $15K | Hold |
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|
2016
Q1 | $15K | Sell |
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|
2015
Q4 | $46K | Hold |
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|
2015
Q3 | $44K | Buy |
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|
2015
Q2 | $17K | Hold |
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|
2015
Q1 | $16K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $21K | Hold |
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|
2014
Q2 | $23K | Buy |
|