Summit Financial Group’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 | $1.15M | Sell |
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|
2023
Q4 | $991K | Buy |
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|
2023
Q3 | $867K | Sell |
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|
2023
Q2 | $785K | Sell |
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|
2023
Q1 | $799K | Sell |
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|
2022
Q4 | $1.02M | Sell |
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|
2022
Q3 | $701K | Sell |
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|
2022
Q2 | $835K | Sell |
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|
2022
Q1 | $1.08M | Buy |
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|
2021
Q4 | $995K | Hold |
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|
2021
Q3 | $924K | Sell |
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|
2021
Q2 | $1.06M | Buy |
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|
2021
Q1 | $873K | Hold |
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|
2020
Q4 | $686K | Sell |
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|
2020
Q3 | $575K | Hold |
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|
2020
Q2 | $487K | Hold |
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|
2020
Q1 | $447K | Sell |
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|
2019
Q4 | $574K | Hold |
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|
2019
Q3 | $491K | Buy |
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|
2019
Q2 | $445K | Sell |
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|
2019
Q1 | $472K | Hold |
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|
2018
Q4 | $443K | Hold |
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|
2018
Q3 | $531K | Sell |
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|
2018
Q2 | $483K | Sell |
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|
2018
Q1 | $528K | Hold |
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|
2017
Q4 | $565K | Hold |
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|
2017
Q3 | $447K | Hold |
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|
2017
Q2 | $385K | Buy |
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