LeJeune Puetz Investment Counsel’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $3.96M | Buy |
|
|||||
|
2022
Q4 | $4.14M | Sell |
|
|||||
|
2022
Q3 | $2.84M | Buy |
|
|||||
|
2022
Q2 | $3.05M | Buy |
|
|||||
|
2022
Q1 | $3.58M | Buy |
|
|||||
|
2021
Q4 | $3.3M | Buy |
|
|||||
|
2021
Q3 | $3M | Buy |
|
|||||
|
2021
Q2 | $3.38M | Sell |
|
|||||
|
2021
Q1 | $3.71M | Sell |
|
|||||
|
2020
Q4 | $3.1M | Hold |
|
|||||
|
2020
Q3 | $2.54M | Hold |
|
|||||
|
2020
Q2 | $2.15M | Hold |
|
|||||
|
2020
Q1 | $1.97M | Sell |
|
|||||
|
2019
Q4 | $2.58M | Sell |
|
|||||
|
2019
Q3 | $2.23M | Sell |
|
|||||
|
2019
Q2 | $2.42M | Buy |
|
|||||
|
2019
Q1 | $2.38M | Buy |
|
|||||
|
2018
Q4 | $2.18M | Buy |
|
|||||
|
2018
Q3 | $2.48M | Buy |
|
|||||
|
2018
Q2 | $2.19M | Sell |
|
|||||
|
2018
Q1 | $2.47M | Sell |
|
|||||
|
2017
Q4 | $2.93M | Sell |
|
|||||
|
2017
Q3 | $2.35M | Sell |
|
|||||
|
2017
Q2 | $2.06M | Hold |
|
|||||
|
2017
Q1 | $1.78M | Buy |
|