TrinityPoint Wealth’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $558K | Buy |
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|
2024
Q3 | $585K | Buy |
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|
2024
Q2 | $490K | Sell |
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|
2024
Q1 | $540K | Sell |
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|
2023
Q4 | $439K | Buy |
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|
2023
Q3 | $405K | Buy |
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|
2023
Q2 | $365K | Buy |
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|
2023
Q1 | $330K | Sell |
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|
2022
Q4 | $414K | Sell |
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|
2022
Q3 | $286K | Sell |
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|
2022
Q2 | $319K | Sell |
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|
2022
Q1 | $507K | Buy |
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|
2021
Q4 | $386K | Sell |
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|
2021
Q3 | $361K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $2.07M | Sell |
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|
2020
Q4 | $1.7M | Sell |
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|
2020
Q3 | $1.53M | Buy |
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|
2020
Q2 | $1.29M | Sell |
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|
2020
Q1 | $1.2M | Buy |
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