Traverso Chambers Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $620K | Buy |
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|
2023
Q3 | $571K | Buy |
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|
2023
Q2 | $507K | Hold |
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|
2023
Q1 | $472K | Hold |
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|
2022
Q4 | $494K | Sell |
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|
2022
Q3 | $340K | Hold |
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|
2022
Q2 | $370K | Hold |
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|
2022
Q1 | $461K | Buy |
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|
2021
Q4 | $426K | Buy |
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|
2021
Q3 | $384K | Hold |
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|
2021
Q2 | $435K | Hold |
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|
2021
Q1 | $464K | Hold |
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|
2020
Q4 | $364K | Hold |
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|
2020
Q3 | $298K | Hold |
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|
2020
Q2 | $253K | Hold |
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|
2020
Q1 | $232K | Hold |
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|
2019
Q4 | $295K | Hold |
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|
2019
Q3 | $253K | Hold |
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|
2019
Q2 | $272K | Hold |
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|
2019
Q1 | $271K | Hold |
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|
2018
Q4 | $254K | Buy |
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