Prio Wealth Limited Partnership’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $15.1M | Sell |
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|
2024
Q2 | $12.9M | Sell |
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|
2024
Q1 | $14.9M | Buy |
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|
2023
Q4 | $11.5M | Sell |
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|
2023
Q3 | $10.6M | Sell |
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|
2023
Q2 | $9.63M | Sell |
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|
2023
Q1 | $9M | Sell |
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|
2022
Q4 | $9.59M | Buy |
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|
2022
Q3 | $6.54M | Sell |
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|
2022
Q2 | $7.27M | Sell |
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|
2022
Q1 | $9.11M | Sell |
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|
2021
Q4 | $8.49M | Sell |
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|
2021
Q3 | $7.91M | Sell |
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|
2021
Q2 | $9.06M | Buy |
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|
2021
Q1 | $9.62M | Sell |
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|
2020
Q4 | $7.68M | Sell |
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|
2020
Q3 | $6.54M | Buy |
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|
2020
Q2 | $5.35M | Sell |
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|
2020
Q1 | $5.16M | Sell |
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|
2019
Q4 | $6.88M | Sell |
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|
2019
Q3 | $5.94M | Sell |
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|
2019
Q2 | $6.46M | Sell |
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|
2019
Q1 | $6.64M | Sell |
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|
2018
Q4 | $6.3M | Buy |
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|
2018
Q3 | $7.27M | Sell |
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|
2018
Q2 | $6.52M | Sell |
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|
2018
Q1 | $7.13M | Sell |
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|
2017
Q4 | $7.89M | Sell |
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|
2017
Q3 | $6.31M | Sell |
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|
2017
Q2 | $5.46M | Buy |
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|
2017
Q1 | $4.67M | Sell |
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|
2016
Q4 | $4.75M | Sell |
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|
2016
Q3 | $4.82M | Sell |
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|
2016
Q2 | $4.13M | Sell |
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|
2016
Q1 | $4.27M | Sell |
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|
2015
Q4 | $4.13M | Sell |
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|
2015
Q3 | $5.3M | Sell |
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|
2015
Q2 | $7.81M | Sell |
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|
2015
Q1 | $8.27M | Sell |
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|
2014
Q4 | $9.81M | Sell |
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|
2014
Q3 | $10.8M | Buy |
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|
2014
Q2 | $11.8M | Sell |
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|
2014
Q1 | $11M | Sell |
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|
2013
Q4 | $10.2M | Buy |
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|
2013
Q3 | $9.33M | Buy |
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|
2013
Q2 | $9.16M | Buy |
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