Pathstone Family Office’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $12.4M | Buy |
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|
2023
Q2 | $4.4M | Sell |
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|
2023
Q1 | $4.72M | Sell |
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|
2022
Q4 | $12.2M | Buy |
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|
2022
Q3 | $7.62M | Buy |
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|
2022
Q2 | $2.41M | Buy |
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|
2022
Q1 | $1.35M | Sell |
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|
2021
Q4 | $1.41M | Sell |
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|
2021
Q3 | $1.82M | Buy |
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|
2021
Q2 | $1.59M | Buy |
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|
2021
Q1 | $732K | Buy |
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|
2020
Q4 | $55K | Buy |
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|
2020
Q3 | $41K | Hold |
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|
2020
Q2 | $35K | Hold |
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|
2020
Q1 | $32K | Sell |
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|
2019
Q4 | $437K | Buy |
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|
2019
Q3 | $35K | Hold |
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|
2019
Q2 | $38K | Hold |
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|
2019
Q1 | $38K | Buy |
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|
2018
Q4 | $14K | Hold |
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|
2018
Q3 | $17K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $17K | Buy |
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|
2017
Q4 | $17K | Hold |
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|
2017
Q3 | $14K | Hold |
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|
2017
Q2 | $12K | Buy |
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|
2017
Q1 | $3K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $43K | Buy |
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|
2013
Q3 | $5K | Sell |
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|
2013
Q2 | $85K | Buy |
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