Sullivan, Bruyette, Speros & Blaney’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $775K | Buy |
|
|||||
|
2020
Q4 | $608K | Buy |
|
|||||
|
2020
Q3 | $498K | Sell |
|
|||||
|
2020
Q2 | $427K | Buy |
|
|||||
|
2020
Q1 | $390K | Buy |
|
|||||
|
2019
Q4 | $411K | Buy |
|
|||||
|
2019
Q3 | $351K | Buy |
|
|||||
|
2019
Q2 | $379K | Buy |
|
|||||
|
2019
Q1 | $268K | Hold |
|
|||||
|
2018
Q4 | $251K | Hold |
|
|||||
|
2018
Q3 | $302K | Buy |
|
|||||
|
2018
Q2 | $268K | Sell |
|
|||||
|
2018
Q1 | $310K | Buy |
|
|||||
|
2017
Q4 | $331K | Sell |
|
|||||
|
2017
Q3 | $278K | Buy |
|
|||||
|
2017
Q2 | $210K | Buy |
|