Quattro Financial Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $229K | Hold |
|
|||||
|
2022
Q4 | $240K | Sell |
|
|||||
|
2022
Q3 | $328K | Hold |
|
|||||
|
2022
Q2 | $358K | Sell |
|
|||||
|
2022
Q1 | $1.11M | Hold |
|
|||||
|
2021
Q4 | $1.03M | Hold |
|
|||||
|
2021
Q3 | $1.02M | Hold |
|
|||||
|
2021
Q2 | $1.05M | Hold |
|
|||||
|
2021
Q1 | $1.16M | Buy |
|
|||||
|
2019
Q4 | – | Sell |
|
|||||
|
2019
Q3 | $4.55M | Buy |
|
|||||
|
2019
Q1 | – | Sell |
|
|||||
|
2018
Q4 | $203K | Sell |
|
|||||
|
2018
Q3 | $1.42M | Buy |
|