Osborn Williams & Donohoe’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $2.96M | Sell |
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|
2019
Q4 | $4.44M | Sell |
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|
2019
Q3 | $4.14M | Buy |
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|
2019
Q2 | $4.4M | Buy |
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|
2019
Q1 | $4.21M | Buy |
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|
2018
Q4 | $2.93M | Buy |
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|
2018
Q3 | $1.44M | Sell |
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|
2018
Q2 | $1.29M | Buy |
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|
2018
Q1 | $1.23M | Buy |
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|
2017
Q4 | $404K | Buy |
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|
2017
Q3 | $317K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $1.6M | Hold |
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|
2016
Q3 | $1.53M | Hold |
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|
2016
Q2 | $1.3M | Sell |
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|
2016
Q1 | $1.32M | Buy |
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|
2015
Q4 | $1.13M | Sell |
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|
2015
Q3 | $1.09M | Buy |
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|
2015
Q2 | $1.24M | Sell |
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|
2015
Q1 | $1.4M | Sell |
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|
2014
Q4 | $2.18M | Sell |
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|
2014
Q3 | $2.41M | Sell |
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|
2014
Q2 | $2.68M | Sell |
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|
2014
Q1 | $2.61M | Sell |
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|
2013
Q4 | $2.63M | Sell |
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|
2013
Q3 | $2.65M | Sell |
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|
2013
Q2 | $2.88M | Buy |
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