Parsec 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $1.53M | Buy |
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|
2022
Q4 | $1.52M | Buy |
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|
2022
Q3 | $1M | Sell |
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|
2022
Q2 | $1.13M | Buy |
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|
2022
Q1 | $1.4M | Buy |
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|
2021
Q4 | $571K | Hold |
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|
2021
Q3 | $580K | Buy |
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|
2021
Q2 | $546K | Hold |
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|
2021
Q1 | $582K | Hold |
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|
2020
Q4 | $457K | Hold |
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|
2020
Q3 | $374K | Hold |
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|
2020
Q2 | $317K | Hold |
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|
2020
Q1 | $291K | Hold |
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|
2019
Q4 | $371K | Hold |
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|
2019
Q3 | $317K | Sell |
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|
2019
Q2 | $382K | Hold |
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|
2019
Q1 | $380K | Sell |
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|
2018
Q4 | $461K | Buy |
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|
2018
Q3 | $550K | Hold |
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|
2018
Q2 | $489K | Sell |
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|
2018
Q1 | $577K | Hold |
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|
2017
Q4 | $617K | Sell |
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|
2017
Q3 | $490K | Buy |
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|
2017
Q2 | $421K | Buy |
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|
2017
Q1 | $359K | Sell |
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|
2016
Q4 | $362K | Hold |
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|
2016
Q3 | $346K | Buy |
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|
2016
Q2 | $294K | Buy |
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|
2016
Q1 | $289K | Sell |
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|
2015
Q4 | $274K | Hold |
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|
2015
Q3 | $263K | Buy |
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|
2015
Q2 | $203K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $234K | Buy |
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|
2014
Q2 | $249K | Hold |
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|
2014
Q1 | $228K | Sell |
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|
2013
Q4 | $227K | Sell |
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|
2013
Q3 | $229K | Sell |
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|
2013
Q2 | $278K | Buy |
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