Schwartz Investment Counsel’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
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|
2016
Q4 | $371K | Hold |
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|
2016
Q3 | $355K | Hold |
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|
2016
Q2 | $303K | Hold |
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|
2016
Q1 | $306K | Hold |
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|
2015
Q4 | $272K | Sell |
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|
2015
Q3 | $11.7M | Sell |
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|
2015
Q2 | $30.7M | Buy |
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|
2015
Q1 | $26.9M | Buy |
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|
2014
Q4 | $27.4M | Buy |
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|
2014
Q3 | $28.7M | Buy |
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|
2014
Q2 | $31.4M | Hold |
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|
2014
Q1 | $28.7M | Buy |
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|
2013
Q4 | $25.3M | Buy |
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|
2013
Q3 | $19.9M | Buy |
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|
2013
Q2 | $14.4M | Buy |
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