Princeton Portfolio Strategies Group’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
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|
2021
Q1 | $274K | Hold |
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|
2020
Q4 | $215K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $470K | Hold |
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|
2017
Q3 | $372K | Hold |
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|
2017
Q2 | $320K | Hold |
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|
2017
Q1 | $276K | Hold |
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|
2016
Q4 | $276K | Hold |
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|
2016
Q3 | $265K | Hold |
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|
2016
Q2 | $226K | Hold |
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|
2016
Q1 | $228K | Hold |
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|
2015
Q4 | $203K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $324K | Sell |
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|
2014
Q1 | $677K | Buy |
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|
2013
Q4 | $506K | Hold |
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|
2013
Q3 | $464K | Buy |
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|
2013
Q2 | $451K | Buy |
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