Reilly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $270K | Sell |
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|
2021
Q3 | $254K | Buy |
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|
2021
Q2 | $288K | Buy |
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|
2021
Q1 | $259K | Sell |
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|
2020
Q4 | $265K | Sell |
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|
2020
Q3 | $221K | Sell |
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|
2020
Q2 | $199K | Sell |
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|
2020
Q1 | $185K | Sell |
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|
2019
Q4 | $249K | Hold |
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|
2019
Q3 | $213K | Sell |
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|
2019
Q2 | $238K | Sell |
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|
2019
Q1 | $240K | Hold |
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|
2018
Q4 | $225K | Buy |
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|
2018
Q3 | $183K | Sell |
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|
2018
Q2 | $176K | Sell |
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|
2018
Q1 | $206K | Buy |
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|
2017
Q4 | $175K | Hold |
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|
2017
Q3 | $139K | Hold |
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|
2017
Q2 | $119K | Buy |
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|
2017
Q1 | $53K | Hold |
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|
2016
Q4 | $53K | Sell |
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|
2016
Q3 | $78K | Buy |
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|
2016
Q2 | $44K | Hold |
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|
2016
Q1 | $44K | Sell |
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|
2015
Q4 | $46K | Buy |
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|
2015
Q3 | $38K | Hold |
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|
2015
Q2 | $49K | Hold |
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|
2015
Q1 | $46K | Sell |
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|
2014
Q4 | $64K | Hold |
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|
2014
Q3 | $69K | Hold |
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|
2014
Q2 | $76K | Buy |
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|
2014
Q1 | $59K | Sell |
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|
2013
Q4 | $159K | Sell |
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|
2013
Q3 | $160K | Sell |
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|
2013
Q2 | $206K | Buy |
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