Loveless 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $3.1M | Sell |
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|
2022
Q1 | $3.9M | Sell |
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|
2021
Q4 | $3.64M | Buy |
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|
2021
Q3 | $3.38M | Sell |
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|
2021
Q2 | $3.94M | Sell |
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|
2021
Q1 | $4.33M | Buy |
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|
2020
Q4 | $3.38M | Sell |
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|
2020
Q3 | $2.9M | Sell |
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|
2020
Q2 | $2.47M | Sell |
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|
2020
Q1 | $2.28M | Buy |
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|
2019
Q4 | $2.85M | Buy |
|