Telemus Capital’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $533K | Buy |
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|
2023
Q3 | $481K | Buy |
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|
2023
Q2 | $413K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $210K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $630K | Sell |
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|
2020
Q4 | $963K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $621K | Buy |
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|
2018
Q4 | $220K | Sell |
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|
2018
Q3 | $274K | Buy |
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|
2018
Q2 | $239K | Buy |
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|
2018
Q1 | $257K | Buy |
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|
2017
Q4 | $228K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $202K | Buy |
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