Stewart & Patten Company’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $277K | Hold |
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|
2023
Q4 | $224K | Sell |
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|
2023
Q3 | $227K | Sell |
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|
2023
Q2 | $215K | Sell |
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|
2023
Q1 | $228K | Buy |
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|
2022
Q4 | $209K | Sell |
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|
2022
Q3 | $294K | Hold |
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|
2022
Q2 | $320K | Sell |
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|
2022
Q1 | $421K | Buy |
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|
2021
Q4 | $376K | Hold |
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|
2021
Q3 | $349K | Sell |
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|
2021
Q2 | $420K | Sell |
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|
2021
Q1 | $485K | Hold |
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|
2020
Q4 | $381K | Sell |
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|
2020
Q3 | $406K | Buy |
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|
2020
Q2 | $327K | Hold |
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|
2020
Q1 | $300K | Hold |
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|
2019
Q4 | $382K | Hold |
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|
2019
Q3 | $327K | Sell |
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|
2019
Q2 | $362K | Hold |
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|
2019
Q1 | $360K | Sell |
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|
2018
Q4 | $370K | Sell |
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|
2018
Q3 | $469K | Hold |
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|
2018
Q2 | $418K | Hold |
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|
2018
Q1 | $454K | Sell |
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|
2017
Q4 | $525K | Sell |
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|
2017
Q3 | $431K | Hold |
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|
2017
Q2 | $371K | Hold |
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|
2017
Q1 | $321K | Sell |
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|
2016
Q4 | $363K | Sell |
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|
2016
Q3 | $414K | Sell |
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|
2016
Q2 | $368K | Hold |
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|
2016
Q1 | $372K | Buy |
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|
2015
Q4 | $317K | Sell |
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|
2015
Q3 | $347K | Sell |
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|
2015
Q2 | $493K | Sell |
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|
2015
Q1 | $551K | Sell |
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|
2014
Q4 | $661K | Sell |
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|
2014
Q3 | $721K | Sell |
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|
2014
Q2 | $842K | Sell |
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|
2014
Q1 | $847K | Buy |
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|
2013
Q4 | $768K | Hold |
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|
2013
Q3 | $706K | Hold |
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|
2013
Q2 | $697K | Buy |
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