Mariner Independent Advisor Network’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $3.63M | Sell |
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|
2022
Q2 | $3.99M | Buy |
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|
2022
Q1 | $4.07M | Buy |
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|
2021
Q4 | $2.74M | Sell |
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|
2021
Q3 | $2.7M | Buy |
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|
2021
Q2 | $2.75M | Buy |
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|
2021
Q1 | $2.57M | Sell |
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|
2020
Q4 | $2.19M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.8M | Buy |
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|
2019
Q4 | $2.34M | Buy |
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|
2019
Q3 | $1.95M | Buy |
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|
2019
Q2 | $1.53M | Sell |
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|
2019
Q1 | $1.66M | Sell |
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|
2018
Q4 | $1.81M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $3.43M | Sell |
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|
2018
Q1 | $7.41M | Buy |
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|
2017
Q4 | $5.54M | Buy |
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|
2017
Q3 | $2.95M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $254K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $296K | Buy |
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