Kore Private Wealth’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$424K Sell
2022
Q2
$478K Sell
2022
Q1
$605K Buy
2021
Q4
$545K Buy
2021
Q3
$498K Buy
2021
Q2
$565K Sell
2021
Q1
$786K Sell
2020
Q4
$982K Buy
2020
Q3
$461K Buy
2020
Q2
$332K Sell
2020
Q1
$311K Buy
2019
Q4
$336K Buy
2019
Q3
$276K Sell
2019
Q2
$449K Buy
2019
Q1
$442K Buy
2018
Q4
$313K Buy