Tiedemann Advisors’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 | $309K | Buy |
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|
2023
Q2 | $277K | Sell |
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|
2023
Q1 | $260K | Buy |
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|
2022
Q4 | $271K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $692K | Buy |
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|
2021
Q4 | $631K | Buy |
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|
2021
Q3 | $584K | Sell |
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|
2021
Q2 | $729K | Buy |
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|
2021
Q1 | $671K | Buy |
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|
2020
Q4 | $353K | Buy |
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|
2020
Q3 | $249K | Sell |
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|
2020
Q2 | $217K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $210K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $219K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $235K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $1.3M | Buy |
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|
2017
Q1 | $741K | Buy |
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|
2016
Q4 | $204K | Buy |
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