Lenox Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $123K | Buy |
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|
2020
Q1 | $111K | Buy |
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|
2019
Q4 | $140K | Sell |
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|
2019
Q3 | $149K | Buy |
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|
2019
Q2 | $86K | Hold |
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|
2019
Q1 | $86K | Sell |
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|
2018
Q4 | $87K | Sell |
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|
2018
Q3 | $120K | Buy |
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|
2018
Q2 | $56K | Buy |
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|
2018
Q1 | $59K | Hold |
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|
2017
Q4 | $63K | Sell |
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|
2017
Q3 | $71K | Hold |
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|
2017
Q2 | $62K | Sell |
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|
2017
Q1 | $76K | Sell |
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|
2016
Q4 | $78K | Buy |
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|
2016
Q3 | $37K | Hold |
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|
2016
Q2 | $32K | Hold |
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|
2016
Q1 | $32K | Buy |
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|
2015
Q4 | $25K | Buy |
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