Waddell & Reed Financial’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $17.9M | Sell |
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|
2020
Q4 | $31.1M | Sell |
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|
2020
Q3 | $26.5M | Sell |
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|
2020
Q2 | $75M | Sell |
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|
2020
Q1 | $134M | Buy |
|
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|
2019
Q4 | $167M | Buy |
|
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|
2019
Q3 | $96.4M | Sell |
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|
2019
Q2 | $105M | Sell |
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|
2019
Q1 | $110M | Buy |
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|
2018
Q4 | $93M | Sell |
|
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|
2018
Q3 | $196M | Sell |
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|
2018
Q2 | $203M | Sell |
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|
2018
Q1 | $258M | Sell |
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|
2017
Q4 | $281M | Buy |
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|
2017
Q3 | $161M | Buy |
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|
2017
Q2 | $66.6M | Buy |
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|
2017
Q1 | $39.7M | Sell |
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|
2016
Q4 | $61.4M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $22.4M | Hold |
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|
2016
Q1 | $22.6M | Buy |
|
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|
2015
Q4 | $19.6M | Sell |
|
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|
2015
Q3 | $25.1M | Sell |
|
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|
2015
Q2 | $586M | Buy |
|
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|
2015
Q1 | $542M | Sell |
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|
2014
Q4 | $659M | Sell |
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|
2014
Q3 | $759M | Buy |
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|
2014
Q2 | $585M | Buy |
|
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|
2014
Q1 | $108M | Buy |
|
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|
2013
Q4 | $75.1M | Sell |
|
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|
2013
Q3 | $75.8M | Buy |
|
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|
2013
Q2 | $60M | Buy |
|