TAIM
TD Ameritrade Investment Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-899
| Closed | -$221K | – | 69 |
|
|
2023
Q2 | $221K | Sell |
899
-294
| -25% | -$72.3K | ﹤0.01% | 161 |
|
|
2023
Q1 | $273K | Sell |
1,193
-378
| -24% | -$86.5K | ﹤0.01% | 154 |
|
|
2022
Q4 | $376K | Sell |
1,571
-1,119
| -42% | -$268K | ﹤0.01% | 151 |
|
|
2022
Q3 | $441K | Sell |
2,690
-674
| -20% | -$110K | ﹤0.01% | 149 |
|
|
2022
Q2 | $601K | Sell |
3,364
-1,159
| -26% | -$207K | 0.01% | 141 |
|
|
2022
Q1 | $1.01M | Buy |
4,523
+215
| +5% | +$47.9K | 0.01% | 132 |
|
|
2021
Q4 | $891K | Sell |
4,308
-1,315
| -23% | -$272K | 0.01% | 138 |
|
|
2021
Q3 | $839K | Buy |
5,623
+1,793
| +47% | +$268K | 0.01% | 122 |
|
|
2021
Q2 | $834K | Sell |
3,830
-684
| -15% | -$149K | 0.01% | 128 |
|
|
2021
Q1 | $822K | Hold |
4,514
| – | – | 0.01% | 121 |
|
|
2020
Q4 | $822K | Sell |
4,514
-1,109
| -20% | -$202K | 0.01% | 121 |
|
|
2020
Q3 | $839K | Sell |
5,623
-261
| -4% | -$38.9K | 0.01% | 122 |
|
|
2020
Q2 | $744K | Sell |
5,884
-535
| -8% | -$67.6K | 0.01% | 130 |
|
|
2020
Q1 | $745K | Sell |
6,419
-7
| -0.1% | -$812 | 0.01% | 130 |
|
|
2019
Q4 | $949K | Buy |
6,426
+277
| +5% | +$40.9K | 0.01% | 131 |
|
|
2019
Q3 | $777K | Buy |
6,149
+2,532
| +70% | +$320K | 0.01% | 137 |
|
|
2019
Q2 | $493K | Buy |
3,617
+670
| +23% | +$91.3K | ﹤0.01% | 152 |
|
|
2019
Q1 | $399K | Buy |
2,947
+1,017
| +53% | +$138K | ﹤0.01% | 147 |
|
|
2018
Q4 | $245K | Buy |
1,930
+817
| +73% | +$104K | ﹤0.01% | 145 |
|
|
2018
Q3 | $170K | Buy |
1,113
+984
| +763% | +$150K | ﹤0.01% | 146 |
|
|
2018
Q2 | $18K | Buy |
+129
| New | +$18K | ﹤0.01% | 197 |
|