Next Financial Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.81M | Sell |
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|
2021
Q3 | $1.74M | Sell |
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|
2021
Q2 | $2.19M | Buy |
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|
2021
Q1 | $2.18M | Buy |
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|
2020
Q4 | $1.67M | Buy |
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|
2020
Q3 | $1.29M | Buy |
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|
2020
Q2 | $870K | Sell |
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|
2020
Q1 | $1.13M | Buy |
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|
2019
Q4 | $1.23M | Sell |
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|
2019
Q3 | $1.07M | Buy |
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|
2019
Q2 | $1.07M | Buy |
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|
2019
Q1 | $455K | Sell |
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|
2018
Q4 | $938K | Buy |
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|
2018
Q3 | $722K | Sell |
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|
2018
Q2 | $713K | Sell |
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|
2018
Q1 | $1.1M | Buy |
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|
2017
Q4 | $800K | Sell |
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|
2017
Q3 | $742K | Sell |
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|
2017
Q2 | $701K | Sell |
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|
2017
Q1 | $896K | Sell |
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|
2016
Q4 | $1.51M | Sell |
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|
2016
Q3 | $1.49M | Buy |
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|
2016
Q2 | $666K | Sell |
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|
2016
Q1 | $730K | Buy |
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|
2015
Q4 | $563K | Sell |
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|
2015
Q3 | $548K | Buy |
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|
2015
Q2 | $690K | Sell |
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|
2015
Q1 | $895K | Buy |
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|
2014
Q4 | $777K | Sell |
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|
2014
Q3 | $1.6M | Sell |
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|
2014
Q2 | $1.84M | Buy |
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