Sugarloaf Wealth Management’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 | $372K | Buy |
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|
2024
Q3 | $401K | Hold |
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|
2024
Q2 | $341K | Sell |
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|
2024
Q1 | $523K | Buy |
|
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|
2023
Q4 | $422K | Hold |
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|
2023
Q3 | $390K | Buy |
|
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|
2023
Q2 | $351K | Sell |
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|
2023
Q1 | $353K | Sell |
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|
2022
Q4 | $373K | Sell |
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|
2022
Q3 | $274K | Buy |
|
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|
2022
Q2 | $275K | Buy |
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|
2022
Q1 | $343K | Buy |
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|
2021
Q4 | $316K | Buy |
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|
2021
Q3 | $293K | Buy |
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|
2021
Q2 | $332K | Buy |
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|
2021
Q1 | $353 | Buy |
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|
2020
Q4 | $277K | Buy |
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|
2020
Q3 | $227K | Buy |
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|
2020
Q2 | $192K | Buy |
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|
2020
Q1 | $176K | Sell |
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|
2019
Q4 | $905K | Buy |
|