Rikoon 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
Q1 | $845K | Buy |
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|
2020
Q4 | $663K | Buy |
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|
2020
Q3 | $543K | Sell |
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|
2020
Q2 | $473K | Sell |
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|
2020
Q1 | $435K | Sell |
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|
2019
Q4 | $580K | Buy |
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|
2019
Q3 | $496K | Sell |
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|
2019
Q2 | $540K | Buy |
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|
2019
Q1 | $536K | Buy |
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|
2018
Q4 | $477K | Buy |
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|
2018
Q3 | $336K | Buy |
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|
2018
Q2 | $245K | Sell |
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|
2018
Q1 | $265K | Buy |
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|
2017
Q4 | $280K | Hold |
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|
2017
Q3 | $222K | Buy |
|