Wealthspire Advisors (Maryland)’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $848K | Sell |
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|
2020
Q2 | $733K | Buy |
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|
2020
Q1 | $651K | Buy |
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|
2019
Q4 | $800K | Sell |
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|
2019
Q3 | $742K | Sell |
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|
2019
Q2 | $818K | Buy |
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|
2019
Q1 | $748K | Sell |
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|
2018
Q4 | $887K | Buy |
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|
2018
Q3 | $1.01M | Buy |
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|
2018
Q2 | $852K | Buy |
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|
2018
Q1 | $828K | Sell |
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|
2017
Q4 | $907K | Buy |
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|
2017
Q3 | $535K | Buy |
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|
2017
Q2 | $449K | Sell |
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|
2017
Q1 | $408K | Sell |
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|
2016
Q4 | $438K | Sell |
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|
2016
Q3 | $427K | Sell |
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|
2016
Q2 | $367K | Sell |
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|
2016
Q1 | $378K | Sell |
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|
2015
Q4 | $387K | Buy |
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