Whitnell & Co’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $273K | Buy |
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|
2019
Q3 | $232K | Buy |
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|
2019
Q2 | $249K | Buy |
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|
2019
Q1 | $244K | Buy |
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|
2018
Q4 | $228K | Buy |
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|
2018
Q3 | $133K | Buy |
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|
2018
Q2 | $118K | Buy |
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|
2018
Q1 | $124K | Sell |
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|
2017
Q4 | $180K | Buy |
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|
2017
Q3 | $142K | Buy |
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|
2017
Q2 | $122K | Sell |
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|
2017
Q1 | $143K | Sell |
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|
2016
Q4 | $189K | Sell |
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|
2016
Q3 | $212K | Sell |
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|
2016
Q2 | $218K | Sell |
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|
2016
Q1 | $230K | Sell |
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|
2015
Q4 | $399K | Sell |
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|
2015
Q3 | $477K | Sell |
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|
2015
Q2 | $1.34M | Buy |
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|
2015
Q1 | $979K | Sell |
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|
2014
Q4 | $1.32M | Sell |
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|
2014
Q3 | $1.45M | Buy |
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|
2014
Q2 | $1.59M | Hold |
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|
2014
Q1 | $1.45M | Sell |
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|
2013
Q4 | $1.36M | Sell |
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|
2013
Q3 | $1.54M | Buy |
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|
2013
Q2 | $1.42M | Buy |
|