Southport Capital Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $348K | Buy |
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|
2021
Q4 | $301K | Sell |
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|
2021
Q3 | $354K | Sell |
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|
2021
Q2 | $463K | Buy |
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|
2021
Q1 | $473K | Buy |
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|
2020
Q4 | $327K | Hold |
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|
2020
Q3 | $268K | Buy |
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|
2020
Q2 | $202K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $262K | Hold |
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|
2019
Q3 | $224K | Buy |
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|
2019
Q2 | $240K | Hold |
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|
2019
Q1 | $238K | Buy |
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|
2018
Q4 | $204K | Sell |
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|
2018
Q3 | $254K | Hold |
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|
2018
Q2 | $226K | Sell |
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|
2018
Q1 | $313K | Hold |
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|
2017
Q4 | $335K | Buy |
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|
2017
Q3 | $207K | Sell |
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|
2017
Q2 | $221K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $591K | Buy |
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|
2016
Q3 | $503K | Sell |
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|
2016
Q2 | $439K | Buy |
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|
2016
Q1 | $382K | Buy |
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|
2015
Q4 | $329K | Buy |
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|
2015
Q3 | $316K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $345K | Hold |
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|
2014
Q4 | $394K | Hold |
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|
2014
Q3 | $426K | Sell |
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|
2014
Q2 | $544K | Sell |
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|
2014
Q1 | $636K | Sell |
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|
2013
Q4 | $1.05M | Buy |
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|
2013
Q3 | $849K | Buy |
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|
2013
Q2 | $410K | Buy |
|