Titus Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $368K | Buy |
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|
2022
Q1 | $458K | Buy |
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|
2021
Q4 | $336K | Hold |
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|
2021
Q3 | $312K | Buy |
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|
2021
Q2 | $326K | Buy |
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|
2021
Q1 | $342K | Buy |
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|
2020
Q4 | $241K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $428K | Sell |
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|
2019
Q1 | $455 | Buy |
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|
2018
Q4 | $425 | Buy |
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|
2018
Q3 | $423K | Hold |
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|
2018
Q2 | $377K | Buy |
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