Sunflower Bank 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $604K | Hold |
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|
2020
Q2 | $512K | Hold |
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|
2020
Q1 | $470K | Sell |
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|
2019
Q4 | $612K | Hold |
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|
2019
Q3 | $524K | Hold |
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|
2019
Q2 | $565K | Hold |
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|
2019
Q1 | $562K | Hold |
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|
2018
Q4 | $527K | Sell |
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|
2018
Q3 | $660K | Hold |
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|
2018
Q2 | $586K | Hold |
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|
2018
Q1 | $638K | Hold |
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|
2017
Q4 | $681K | Hold |
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|
2017
Q3 | $539K | Hold |
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|
2017
Q2 | $465K | Sell |
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|
2017
Q1 | $439K | Buy |
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|
2016
Q4 | $401K | Hold |
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|
2016
Q3 | $384K | Hold |
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|
2016
Q2 | $328K | Sell |
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|
2016
Q1 | $334K | Sell |
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|
2015
Q4 | $322K | Hold |
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|
2015
Q3 | $310K | Sell |
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|
2015
Q2 | $405K | Buy |
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|
2015
Q1 | $369K | Hold |
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|
2014
Q4 | $423K | Buy |
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|
2014
Q3 | $454K | Sell |
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|
2014
Q2 | $563K | Sell |
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|
2014
Q1 | $558K | Hold |
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|
2013
Q4 | $510K | Buy |
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|
2013
Q3 | $418K | Buy |
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|
2013
Q2 | $265K | Buy |
|