Ropes Wealth 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
Q3 | $2.02M | Sell |
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|
2023
Q2 | $1.96M | Buy |
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|
2023
Q1 | $1.82M | Sell |
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|
2022
Q4 | $1.97M | Buy |
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|
2022
Q3 | $1.3M | Hold |
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|
2022
Q2 | $1.41M | Sell |
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|
2022
Q1 | $1.93M | Sell |
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|
2021
Q4 | $1.81M | Sell |
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|
2021
Q3 | $1.69M | Sell |
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|
2021
Q2 | $1.99M | Hold |
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|
2021
Q1 | $2.19M | Sell |
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|
2020
Q4 | $1.74M | Buy |
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|
2020
Q3 | $1.3M | Buy |
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|
2020
Q2 | $1.08M | Buy |
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|
2020
Q1 | $985K | Sell |
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|
2019
Q4 | $1.26M | Sell |
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|
2019
Q3 | $1.33M | Sell |
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|
2019
Q2 | $1.52M | Sell |
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|
2019
Q1 | $1.53M | Sell |
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|
2018
Q4 | $1.44M | Sell |
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|
2018
Q3 | $1.74M | Buy |
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|
2018
Q2 | $982K | Sell |
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|
2018
Q1 | $1.07M | Sell |
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|
2017
Q4 | $1.15M | Buy |
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|
2017
Q3 | $835K | Buy |
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|
2017
Q2 | $715K | Sell |
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|
2017
Q1 | $617K | Sell |
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|
2016
Q4 | $625K | Buy |
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|
2016
Q3 | $554K | Buy |
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|
2016
Q2 | $464K | Buy |
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|
2016
Q1 | $464K | Sell |
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|
2015
Q4 | $413K | Buy |
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|
2015
Q3 | $329K | Hold |
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|
2015
Q2 | $427K | Hold |
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|
2015
Q1 | $403K | Buy |
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