Squar Milner Financial Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
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|
2020
Q2 | $424K | Hold |
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|
2020
Q1 | $389K | Buy |
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|
2019
Q4 | $451K | Sell |
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|
2019
Q3 | $500K | Sell |
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|
2019
Q2 | $512K | Buy |
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|
2019
Q1 | $401K | Hold |
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|
2018
Q4 | $376K | Hold |
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|
2018
Q3 | $452K | Sell |
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|
2018
Q2 | $487K | Hold |
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|
2018
Q1 | $529K | Hold |
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|
2017
Q4 | $584K | Buy |
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