USCA RIA’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $4.14M | Sell |
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|
2021
Q1 | $4.54M | Sell |
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|
2020
Q4 | $3.86M | Buy |
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|
2020
Q3 | $2.99M | Buy |
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|
2020
Q2 | $2.17M | Buy |
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|
2020
Q1 | $723K | Sell |
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|
2019
Q4 | $3.94M | Buy |
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|
2019
Q3 | $642K | Sell |
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|
2019
Q2 | $697K | Buy |
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|
2019
Q1 | $684K | Hold |
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|
2018
Q4 | $641K | Sell |
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|
2018
Q3 | $815K | Buy |
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|
2018
Q2 | $655K | Sell |
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|
2018
Q1 | $822K | Buy |
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|
2017
Q4 | $711K | Sell |
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|
2017
Q3 | $606K | Hold |
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|
2017
Q2 | $606K | Sell |
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|
2017
Q1 | $531K | Sell |
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|
2016
Q4 | $579K | Sell |
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|
2016
Q3 | $869K | Sell |
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|
2016
Q2 | $1.62M | Buy |
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|
2016
Q1 | $1.6M | Sell |
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|
2015
Q4 | $1.51M | Buy |
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|
2015
Q3 | $1.4M | Buy |
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|
2015
Q2 | $1.63M | Buy |
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|
2015
Q1 | $1.33M | Hold |
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|
2014
Q4 | $1.52M | Buy |
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|
2014
Q3 | $1.49M | Sell |
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|
2014
Q2 | $1.64M | Sell |
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|
2014
Q1 | $2.33M | Buy |
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|
2013
Q4 | $1.26M | Sell |
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|
2013
Q3 | $1.24M | Sell |
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|
2013
Q2 | $1.25M | Buy |
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