TD Ameritrade Investment Management’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 | – | Sell |
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|
2023
Q2 | $221K | Sell |
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|
2023
Q1 | $273K | Sell |
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|
2022
Q4 | $376K | Sell |
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|
2022
Q3 | $441K | Sell |
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|
2022
Q2 | $601K | Sell |
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|
2022
Q1 | $1.01M | Buy |
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|
2021
Q4 | $891K | Sell |
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|
2021
Q3 | $839K | Buy |
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|
2021
Q2 | $834K | Sell |
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|
2021
Q1 | $822K | Hold |
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|
2020
Q4 | $822K | Sell |
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|
2020
Q3 | $839K | Sell |
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|
2020
Q2 | $744K | Sell |
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|
2020
Q1 | $745K | Sell |
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|
2019
Q4 | $949K | Buy |
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|
2019
Q3 | $777K | Buy |
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|
2019
Q2 | $493K | Buy |
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|
2019
Q1 | $399K | Buy |
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|
2018
Q4 | $245K | Buy |
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|
2018
Q3 | $170K | Buy |
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|
2018
Q2 | $18K | Buy |
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