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 |
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|
2022
Q3 | $1.12M | Buy |
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|
2022
Q2 | $1.2M | Buy |
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|
2022
Q1 | $1.25M | Sell |
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|
2021
Q4 | $1.57M | Buy |
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|
2021
Q3 | $932K | Buy |
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|
2021
Q2 | $811K | Buy |
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|
2021
Q1 | $779K | Sell |
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|
2020
Q4 | $614K | Sell |
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|
2020
Q3 | $554K | Sell |
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|
2020
Q2 | $508K | Buy |
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|
2020
Q1 | $460K | Buy |
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|
2019
Q4 | $494K | Sell |
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|
2019
Q3 | $511K | Buy |
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|
2019
Q2 | $427K | Buy |
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|
2019
Q1 | $401K | Buy |
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|
2018
Q4 | $318K | Sell |
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|
2018
Q3 | $569K | Buy |
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|
2018
Q2 | $358K | Sell |
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|
2018
Q1 | $426K | Sell |
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|
2017
Q4 | $477K | Sell |
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|
2017
Q3 | $385K | Buy |
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|
2017
Q2 | $325K | Buy |
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|
2017
Q1 | $217K | Sell |
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|
2016
Q4 | $241K | Buy |
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|
2016
Q3 | $216K | Buy |
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