Mid Atlantic Financial Management’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$2.79M Sell
2021
Q2
$3.23M Buy
2021
Q1
$3.29M Sell
2020
Q4
$2.79M Buy
2020
Q3
$1.18M Buy
2020
Q2
$862K Buy
2020
Q1
$786K Buy
2019
Q4
$967K Buy
2019
Q3
$817K Sell
2019
Q2
$2.79M Buy
2019
Q1
$607K Sell
2018
Q4
$584K Buy