M&R Capital Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $196K | Hold |
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|
2024
Q2 | $167K | Hold |
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|
2024
Q1 | $183K | Hold |
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|
2023
Q4 | $148K | Sell |
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|
2023
Q3 | $274K | Hold |
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|
2023
Q2 | $247K | Hold |
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|
2023
Q1 | $230K | Hold |
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|
2022
Q4 | $241K | Hold |
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|
2022
Q3 | $164K | Hold |
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|
2022
Q2 | $179K | Sell |
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|
2022
Q1 | $224K | Buy |
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|
2021
Q4 | $207K | Buy |
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|
2021
Q3 | $191K | Hold |
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|
2021
Q2 | $217K | Buy |
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|
2021
Q1 | $115K | Hold |
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|
2020
Q4 | $91K | Hold |
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|
2020
Q3 | $74K | Hold |
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|
2020
Q2 | $63K | Hold |
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|
2020
Q1 | $58K | Hold |
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|
2019
Q4 | $73K | Hold |
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|
2019
Q3 | $63K | Buy |
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|
2019
Q2 | $54K | Hold |
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|
2019
Q1 | $55K | Hold |
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|
2018
Q4 | $50K | Sell |
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|
2018
Q3 | $107K | Sell |
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|
2018
Q2 | $113K | Sell |
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|
2018
Q1 | $285K | Sell |
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|
2017
Q4 | $592K | Sell |
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|
2017
Q3 | $516K | Sell |
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|
2017
Q2 | $524K | Sell |
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|
2017
Q1 | $570K | Sell |
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|
2016
Q4 | $622K | Sell |
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|
2016
Q3 | $624K | Sell |
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|
2016
Q2 | $570K | Buy |
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|
2016
Q1 | $519K | Sell |
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|
2015
Q4 | $487K | Sell |
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|
2015
Q3 | $505K | Sell |
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|
2015
Q2 | $670K | Sell |
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|
2015
Q1 | $712K | Buy |
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|
2014
Q4 | $740K | Sell |
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|
2014
Q3 | $875K | Sell |
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|
2014
Q2 | $977K | Buy |
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|
2014
Q1 | $893K | Sell |
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|
2013
Q4 | $821 | Sell |
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|
2013
Q3 | $989K | Sell |
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|
2013
Q2 | $986K | Buy |
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