WealthSource Partners’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 | $469K | Sell |
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|
2023
Q3 | $520K | Sell |
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|
2023
Q2 | $479K | Sell |
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|
2023
Q1 | $458K | Sell |
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|
2022
Q4 | $522K | Sell |
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|
2022
Q3 | $372K | Buy |
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|
2022
Q2 | $388K | Sell |
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|
2022
Q1 | $513K | Sell |
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|
2021
Q4 | $478K | Sell |
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|
2021
Q3 | $613K | Buy |
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|
2021
Q2 | $505K | Sell |
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|
2021
Q1 | $601K | Buy |
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|
2020
Q4 | $438K | Sell |
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|
2020
Q3 | $367K | Sell |
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|
2020
Q2 | $319K | Sell |
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|
2020
Q1 | $405K | Buy |
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|
2019
Q4 | $447K | Sell |
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|
2019
Q3 | $505K | Sell |
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|
2019
Q2 | $591K | Buy |
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|
2019
Q1 | $350K | Sell |
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|
2018
Q4 | $441K | Buy |
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|
2018
Q3 | $344K | Sell |
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|
2018
Q2 | $396K | Buy |
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|
2018
Q1 | $322K | Buy |
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|
2017
Q4 | $337K | Sell |
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|
2017
Q3 | $332K | Sell |
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|
2017
Q2 | $316K | Buy |
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