TA
Tiedemann Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $309K | Buy |
1,131
+5
| +0.4% | +$1.37K | 0.01% | 216 |
|
|
2023
Q2 | $277K | Sell |
1,126
-11
| -1% | -$2.71K | 0.01% | 208 |
|
|
2023
Q1 | $260K | Buy |
1,137
+5
| +0.4% | +$1.15K | 0.01% | 210 |
|
|
2022
Q4 | $271K | Buy |
+1,132
| New | +$271K | 0.01% | 206 |
|
|
2022
Q2 | – | Sell |
-3,109
| Closed | -$692K | – | 240 |
|
|
2022
Q1 | $692K | Buy |
3,109
+62
| +2% | +$13.8K | 0.04% | 163 |
|
|
2021
Q4 | $631K | Buy |
3,047
+5
| +0.2% | +$1.04K | 0.03% | 171 |
|
|
2021
Q3 | $584K | Sell |
3,042
-303
| -9% | -$58.2K | 0.03% | 179 |
|
|
2021
Q2 | $729K | Buy |
3,345
+444
| +15% | +$96.8K | 0.03% | 197 |
|
|
2021
Q1 | $671K | Buy |
2,901
+959
| +49% | +$222K | 0.03% | 191 |
|
|
2020
Q4 | $353K | Buy |
1,942
+270
| +16% | +$49.1K | 0.02% | 237 |
|
|
2020
Q3 | $249K | Sell |
1,672
-37
| -2% | -$5.51K | 0.01% | 280 |
|
|
2020
Q2 | $217K | Buy |
+1,709
| New | +$217K | 0.01% | 272 |
|
|
2020
Q1 | – | Sell |
-1,420
| Closed | -$210K | – | 298 |
|
|
2019
Q4 | $210K | Buy |
+1,420
| New | +$210K | 0.01% | 286 |
|
|
2018
Q4 | – | Sell |
-1,442
| Closed | -$219K | – | 425 |
|
|
2018
Q3 | $219K | Buy |
+1,442
| New | +$219K | 0.01% | 292 |
|
|
2018
Q1 | – | Sell |
-1,492
| Closed | -$235K | – | 265 |
|
|
2017
Q4 | $235K | Buy |
+1,492
| New | +$235K | 0.02% | 204 |
|
|
2017
Q3 | – | Sell |
-12,096
| Closed | -$1.3M | – | 360 |
|
|
2017
Q2 | $1.3M | Buy |
12,096
+4,108
| +51% | +$442K | 0.09% | 170 |
|
|
2017
Q1 | $741K | Buy |
7,988
+5,794
| +264% | +$537K | 0.06% | 217 |
|
|
2016
Q4 | $204K | Buy |
+2,194
| New | +$204K | 0.02% | 296 |
|