Piedmont Investment Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-14,255
| Closed | -$1.65M | – | 107 |
|
|
2020
Q1 | $1.65M | Buy |
14,255
+738
| +5% | +$85.6K | 0.07% | 231 |
|
|
2019
Q4 | $2M | Sell |
13,517
-23,528
| -64% | -$3.47M | 0.07% | 219 |
|
|
2019
Q3 | $4.68M | Buy |
37,045
+1,864
| +5% | +$235K | 0.18% | 128 |
|
|
2019
Q2 | $4.8M | Sell |
35,181
-12,530
| -26% | -$1.71M | 0.19% | 123 |
|
|
2019
Q1 | $6.46M | Buy |
47,711
+840
| +2% | +$114K | 0.26% | 94 |
|
|
2018
Q4 | $5.96M | Sell |
46,871
-41,572
| -47% | -$5.28M | 0.28% | 92 |
|
|
2018
Q3 | $13.5M | Buy |
88,443
+19,410
| +28% | +$2.96M | 0.57% | 33 |
|
|
2018
Q2 | $9.37M | Sell |
69,033
-54,831
| -44% | -$7.44M | 0.45% | 52 |
|
|
2018
Q1 | $18.3M | Sell |
123,864
-70,244
| -36% | -$10.4M | 0.49% | 48 |
|
|
2017
Q4 | $30.6M | Buy |
194,108
+52,690
| +37% | +$8.3M | 0.62% | 42 |
|
|
2017
Q3 | $17.6M | Buy |
141,418
+1,487
| +1% | +$185K | 0.37% | 66 |
|
|
2017
Q2 | $15M | Buy |
139,931
+3,704
| +3% | +$398K | 0.33% | 76 |
|
|
2017
Q1 | $12.6M | Sell |
136,227
-38,555
| -22% | -$3.58M | 0.26% | 108 |
|
|
2016
Q4 | $16.2M | Buy |
174,782
+59,941
| +52% | +$5.56M | 0.33% | 82 |
|
|
2016
Q3 | $10.2M | Sell |
114,841
-11,868
| -9% | -$1.05M | 0.22% | 115 |
|
|
2016
Q2 | $9.61M | Sell |
126,709
-8,661
| -6% | -$657K | 0.2% | 128 |
|
|
2016
Q1 | $10.4M | Buy |
135,370
+2,080
| +2% | +$159K | 0.22% | 121 |
|
|
2015
Q4 | $9.06M | Buy |
133,290
+1,179
| +0.9% | +$80.1K | 0.19% | 131 |
|
|
2015
Q3 | $8.63M | Buy |
132,111
+1,057
| +0.8% | +$69.1K | 0.19% | 133 |
|
|
2015
Q2 | $11.1M | Buy |
131,054
+130,150
| +14,397% | +$11M | 0.24% | 118 |
|
|
2015
Q1 | $72.3K | Hold |
904
| – | – | ﹤0.01% | 175 |
|
|
2014
Q4 | $82.7K | Sell |
904
-74
| -8% | -$6.77K | 0.01% | 164 |
|
|
2014
Q3 | $96.9K | Sell |
978
-80
| -8% | -$7.92K | 0.01% | 151 |
|
|
2014
Q2 | $115K | Buy |
+1,058
| New | +$115K | 0.01% | 145 |
|