Members Capital Advisors Inc’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $334K | Sell |
|
|||||
|
2023
Q2 | $1.97M | Sell |
|
|||||
|
2023
Q1 | $2.27M | Hold |
|
|||||
|
2022
Q4 | $2.37M | Hold |
|
|||||
|
2022
Q3 | $1.62M | Hold |
|
|||||
|
2022
Q2 | $1.77M | Hold |
|
|||||
|
2022
Q1 | $2.21M | Buy |
|
|||||
|
2021
Q4 | $1.76M | Hold |
|
|||||
|
2021
Q3 | $1.63M | Buy |
|
|||||
|
2021
Q2 | $1.45M | Buy |
|
|||||
|
2021
Q1 | $373K | Hold |
|
|||||
|
2020
Q4 | $293K | Sell |
|
|||||
|
2020
Q3 | $1.73M | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $1.72M | Buy |
|