SVA 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
Q4 | $544K | Buy |
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|
2020
Q3 | $443K | Buy |
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|
2020
Q2 | $374K | Sell |
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|
2020
Q1 | $366K | Sell |
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|
2019
Q4 | $487K | Hold |
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|
2019
Q3 | $417K | Buy |
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|
2019
Q2 | $359K | Buy |
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|
2019
Q1 | $357K | Sell |
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|
2018
Q4 | $375K | Sell |
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|
2018
Q3 | $555K | Hold |
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|
2018
Q2 | $494K | Buy |
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|
2018
Q1 | $269K | Sell |
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|
2017
Q4 | $351K | Buy |
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|
2017
Q3 | $269K | Buy |
|