Thompson Davis & Co’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
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|
2022
Q2 | $232K | Hold |
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|
2022
Q1 | $290K | Sell |
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|
2021
Q4 | $289K | Buy |
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|
2018
Q3 | $88K | Buy |
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|
2018
Q2 | $51K | Hold |
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|
2018
Q1 | $55K | Sell |
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|
2017
Q4 | $238K | Buy |
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|
2017
Q3 | $102K | Sell |
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|
2017
Q2 | $530K | Buy |
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|
2017
Q1 | $453K | Sell |
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|
2016
Q4 | $462K | Buy |
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|
2016
Q3 | $60K | Buy |
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|
2016
Q2 | $33K | Sell |
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|
2016
Q1 | $77K | Sell |
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|
2015
Q4 | $106K | Hold |
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|
2015
Q3 | $102K | Sell |
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|
2015
Q2 | $195K | Buy |
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|
2015
Q1 | $139K | Sell |
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|
2014
Q4 | $178K | Buy |
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|
2014
Q3 | $170K | Buy |
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|
2014
Q2 | $163K | Hold |
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|
2014
Q1 | $149K | Sell |
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|
2013
Q4 | $159K | Buy |
|