Torch 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $817K | Sell |
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|
2019
Q3 | $725K | Buy |
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|
2019
Q2 | $782K | Buy |
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|
2019
Q1 | $771K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $264K | Buy |
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|
2018
Q2 | $235K | Sell |
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|
2018
Q1 | $270K | Sell |
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|
2017
Q4 | $339K | Sell |
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|
2017
Q3 | $312K | Sell |
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|
2017
Q2 | $273K | Sell |
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|
2017
Q1 | $319K | Sell |
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|
2016
Q4 | $421K | Sell |
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|
2016
Q3 | $429K | Buy |
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|
2016
Q2 | $366K | Buy |
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|
2016
Q1 | $358K | Buy |
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|
2015
Q4 | $284K | Sell |
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|
2015
Q3 | $285K | Sell |
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|
2015
Q2 | $612K | Sell |
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|
2015
Q1 | $649K | Sell |
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|
2014
Q4 | $1.29M | Sell |
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|
2014
Q3 | $1.53M | Sell |
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|
2014
Q2 | $1.73M | Buy |
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|
2014
Q1 | $1.58M | Buy |
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|
2013
Q4 | $1.43M | Buy |
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