Stoneridge Investment Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $2.36M | Sell |
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|
2024
Q2 | $2.03M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $2.21M | Sell |
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|
2023
Q3 | $2.04M | Sell |
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|
2023
Q2 | $3.09M | Buy |
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|
2023
Q1 | $2.79M | Sell |
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|
2022
Q4 | $3.05M | Sell |
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|
2022
Q3 | $2.71M | Buy |
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|
2022
Q2 | $2.75M | Hold |
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|
2022
Q1 | $3.42M | Buy |
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|
2021
Q4 | $2.9M | Buy |
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|
2021
Q3 | $1.34M | Sell |
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|
2021
Q2 | $1.56M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1.83M | Sell |
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|
2020
Q2 | $3.96M | Sell |
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|
2020
Q1 | $4.11M | Buy |
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|
2019
Q4 | $1.99M | Sell |
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|
2019
Q3 | $5.14M | Buy |
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|
2019
Q2 | $4.05M | Sell |
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|
2019
Q1 | $4.32M | Buy |
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|
2018
Q4 | $2.98M | Buy |
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