Shelter Insurance Retirement Plan’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
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|
2019
Q2 | $4.99M | Hold |
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|
2019
Q1 | $4.96M | Hold |
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|
2018
Q4 | $4.65M | Sell |
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|
2018
Q3 | $6.01M | Hold |
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|
2018
Q2 | $5.34M | Sell |
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|
2018
Q1 | $7.25M | Sell |
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|
2017
Q4 | $9.11M | Sell |
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|
2017
Q3 | $8.46M | Sell |
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|
2017
Q2 | $7.67M | Sell |
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|
2017
Q1 | $8.27M | Hold |
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|
2016
Q4 | $8.27M | Hold |
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|
2016
Q3 | $7.92M | Hold |
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|
2016
Q2 | $6.76M | Hold |
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|
2016
Q1 | $6.83M | Hold |
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|
2015
Q4 | $6.06M | Hold |
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|
2015
Q3 | $5.83M | Hold |
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|
2015
Q2 | $7.57M | Hold |
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|
2015
Q1 | $7.14M | Hold |
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|
2014
Q4 | $8.16M | Hold |
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|
2014
Q3 | $8.83M | Hold |
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|
2014
Q2 | $9.7M | Hold |
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|
2014
Q1 | $8.86M | Hold |
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|
2013
Q4 | $8.1M | Hold |
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|
2013
Q3 | $7.44M | Hold |
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|
2013
Q2 | $7.36M | Buy |
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