Mitchell 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
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $1.15M | Sell |
|
|||||
|
2023
Q4 | $973K | Hold |
|
|||||
|
2023
Q3 | $898K | Buy |
|
|||||
|
2023
Q2 | $802K | Sell |
|
|||||
|
2023
Q1 | $822K | Sell |
|
|||||
|
2022
Q4 | $897K | Sell |
|
|||||
|
2022
Q3 | $2.43M | Buy |
|
|||||
|
2022
Q2 | $2.6M | Buy |
|
|||||
|
2022
Q1 | $3.12M | Buy |
|
|||||
|
2021
Q4 | $2.81M | Buy |
|
|||||
|
2021
Q3 | $2.55M | Buy |
|
|||||
|
2021
Q2 | $2.82M | Buy |
|
|||||
|
2021
Q1 | $2.66M | Buy |
|
|||||
|
2020
Q4 | $1.77M | Buy |
|
|||||
|
2020
Q3 | $1.31M | Buy |
|
|||||
|
2020
Q2 | $1.04M | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $472K | Buy |
|
|||||
|
2017
Q3 | $215K | Buy |
|