RE Dickinson Investment Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $8.95M | Hold |
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|
2024
Q3 | $965K | Hold |
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|
2024
Q2 | $822K | Hold |
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|
2024
Q1 | $904K | Buy |
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|
2023
Q4 | $665K | Hold |
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|
2023
Q3 | $614K | Hold |
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|
2023
Q2 | $554K | Buy |
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|
2023
Q1 | $458K | Sell |
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|
2022
Q4 | $539K | Buy |
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|
2022
Q3 | $246K | Sell |
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|
2022
Q2 | $1.16K | Sell |
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|
2022
Q1 | $1.46M | Hold |
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|
2021
Q4 | $1.35M | Buy |
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