Laurel Wealth Advisors (California)’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.84M | Buy |
7,697
+869
| +13% | +$189K | 0.18% | 126 |
|
|
2022
Q3 | $1.12M | Buy |
6,828
+103
| +2% | +$18.8K | 0.12% | 189 |
|
|
2022
Q2 | $1.2M | Buy |
6,725
+1,141
| +20% | +$240K | 0.12% | 190 |
|
|
2022
Q1 | $1.25M | Sell |
5,584
-2,023
| -27% | -$424K | 0.1% | 213 |
|
|
2021
Q4 | $1.57M | Buy |
7,607
+2,753
| +57% | +$554K | 0.12% | 173 |
|
|
2021
Q3 | $932K | Buy |
4,854
+1,126
| +30% | +$234K | 0.17% | 142 |
|
|
2021
Q2 | $811K | Buy |
3,728
+368
| +11% | +$85K | 0.11% | 203 |
|
|
2021
Q1 | $779K | Sell |
3,360
-16
| -0.5% | -$3.31K | 0.12% | 188 |
|
|
2020
Q4 | $614K | Sell |
3,376
-338
| -9% | -$57.3K | 0.09% | 215 |
|
|
2020
Q3 | $554K | Sell |
3,714
-295
| -7% | -$41.4K | 0.09% | 210 |
|
|
2020
Q2 | $508K | Buy |
4,009
+44
| +1% | +$5.22K | 0.09% | 219 |
|
|
2020
Q1 | $460K | Buy |
3,965
+619
| +18% | +$79.1K | 0.11% | 212 |
|
|
2019
Q4 | $494K | Sell |
3,346
-694
| -17% | -$96.8K | 0.09% | 254 |
|
|
2019
Q3 | $511K | Buy |
4,040
+905
| +29% | +$115K | 0.09% | 243 |
|
|
2019
Q2 | $427K | Buy |
3,135
+173
| +6% | +$22.9K | 0.1% | 236 |
|
|
2019
Q1 | $401K | Buy |
2,962
+456
| +18% | +$60.6K | 0.1% | 232 |
|
|
2018
Q4 | $318K | Sell |
2,506
-1,225
| -33% | -$159K | 0.1% | 242 |
|
|
2018
Q3 | $569K | Buy |
3,731
+1,089
| +41% | +$154K | 0.14% | 164 |
|
|
2018
Q2 | $358K | Sell |
2,642
-251
| -9% | -$37.5K | 0.1% | 227 |
|
|
2018
Q1 | $426K | Sell |
2,893
-134
| -4% | -$21.2K | 0.13% | 187 |
|
|
2017
Q4 | $477K | Sell |
3,027
-63
| -2% | -$8.74K | 0.14% | 175 |
|
|
2017
Q3 | $385K | Buy |
3,090
+58
| +2% | +$6.68K | 0.13% | 183 |
|
|
2017
Q2 | $325K | Buy |
3,032
+683
| +29% | +$69.4K | 0.12% | 199 |
|
|
2017
Q1 | $217K | Sell |
2,349
-250
| -10% | -$23.7K | 0.08% | 242 |
|
|
2016
Q4 | $241K | Buy |
2,599
+164
| +7% | +$14.9K | 0.11% | 203 |
|
|
2016
Q3 | $216K | Buy |
+2,435
| New | +$199K | 0.1% | 229 |
|
Other funds holding CAT
