Sutton Wealth Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $848K | Buy |
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|
2023
Q2 | $754K | Sell |
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|
2023
Q1 | $728K | Sell |
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|
2022
Q4 | $1.01M | Sell |
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|
2022
Q3 | $747K | Buy |
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|
2022
Q2 | $757K | Sell |
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|
2022
Q1 | $945K | Buy |
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|
2021
Q4 | $870K | Buy |
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|
2021
Q3 | $797K | Hold |
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|
2021
Q2 | $903K | Hold |
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|
2021
Q1 | $962K | Buy |
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|
2020
Q4 | $754K | Buy |
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|
2020
Q3 | $616K | Buy |
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|
2020
Q2 | $522K | Sell |
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|
2020
Q1 | $480K | Buy |
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|
2019
Q4 | $608K | Hold |
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|
2019
Q3 | $520K | Hold |
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|
2019
Q2 | $561K | Sell |
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|
2019
Q1 | $559K | Buy |
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|
2018
Q4 | $523K | Hold |
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|
2018
Q3 | $628K | Hold |
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|
2018
Q2 | $559K | Hold |
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|
2018
Q1 | $607K | Buy |
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|
2017
Q4 | $609K | Hold |
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|
2017
Q3 | $482K | Buy |
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|
2017
Q2 | $415K | Buy |
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|
2017
Q1 | $172K | Hold |
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|
2016
Q4 | $172K | Hold |
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|
2016
Q3 | $165K | Buy |
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|
2016
Q2 | $140K | Hold |
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|
2016
Q1 | $141K | Buy |
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