Northstar Wealth Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $2.87M | Sell |
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|
2020
Q2 | $2.48M | Buy |
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|
2020
Q1 | $2.08M | Buy |
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|
2019
Q4 | $2.47M | Buy |
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|
2019
Q3 | $2.12M | Sell |
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|
2019
Q2 | $2.3M | Buy |
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|
2019
Q1 | $2.24M | Sell |
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|
2018
Q4 | $2.13M | Sell |
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|
2018
Q3 | $2.6M | Sell |
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|
2018
Q2 | $2.36M | Sell |
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|
2018
Q1 | $2.61M | Buy |
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|
2017
Q4 | $657K | Sell |
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|
2017
Q3 | $529K | Buy |
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|
2017
Q2 | $426K | Buy |
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|
2017
Q1 | $367K | Buy |
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