Landmark 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $375K | Sell |
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|
2023
Q3 | $362K | Sell |
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|
2023
Q2 | $404K | Sell |
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|
2023
Q1 | $429K | Sell |
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|
2022
Q4 | $477K | Sell |
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|
2022
Q3 | $335K | Buy |
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|
2022
Q2 | $334K | Buy |
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|
2022
Q1 | $390K | Buy |
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|
2021
Q4 | $353K | Buy |
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|
2021
Q3 | $317K | Buy |
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|
2021
Q2 | $293K | Sell |
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|
2021
Q1 | $317K | Buy |
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|
2020
Q4 | $252K | Buy |
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