San Francisco Sentry Investment 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
Q2 | $1.16M | Sell |
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2021
Q1 | $2.21M | Sell |
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2020
Q4 | $1.73M | Buy |
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2020
Q3 | $1.17M | Sell |
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2020
Q2 | $1M | Sell |
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2020
Q1 | $940K | Sell |
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2019
Q4 | $1.73M | Sell |
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2019
Q3 | $1.68M | Buy |
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2019
Q2 | $1.81M | Sell |
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2019
Q1 | $5.21M | Sell |
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2018
Q4 | $10.5M | Sell |
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2018
Q3 | $12.6M | Sell |
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2018
Q2 | $11.5M | Sell |
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2018
Q1 | $16.4M | Sell |
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2017
Q4 | $18.1M | Sell |
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2017
Q3 | $14.7M | Sell |
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2017
Q2 | $12.9M | Sell |
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2017
Q1 | $12.8M | Sell |
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2016
Q4 | $14.2M | Sell |
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2016
Q3 | $14.7M | Sell |
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2016
Q2 | $12.6M | Sell |
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2016
Q1 | $18.8M | Sell |
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2015
Q4 | $17M | Sell |
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2015
Q3 | $17.4M | Sell |
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2015
Q2 | $22.9M | Sell |
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2015
Q1 | $25.7M | Sell |
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2014
Q4 | $29.4M | Sell |
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2014
Q3 | $31.8M | Buy |
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2014
Q2 | $34.9M | Sell |
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2014
Q1 | $32M | Buy |
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2013
Q4 | $29.2M | Buy |
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2013
Q3 | $26.8M | Sell |
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2013
Q2 | $26.5M | Buy |
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