Whitney & Co’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $269K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $202K | Buy |
|
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $51K | Hold |
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|
2018
Q2 | $52K | Buy |
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|
2018
Q1 | $42K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $2.22M | Sell |
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|
2015
Q4 | $2.06M | Sell |
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|
2015
Q3 | $2.53M | Sell |
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|
2015
Q2 | $3.31M | Sell |
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|
2015
Q1 | $3.17M | Buy |
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|
2014
Q4 | $3.58M | Buy |
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|
2014
Q3 | $3.77M | Buy |
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|
2014
Q2 | $4.14M | Sell |
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|
2014
Q1 | $3.79M | Buy |
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|
2013
Q4 | $3.42M | Buy |
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|
2013
Q3 | $2.91M | Hold |
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|
2013
Q2 | $2.88M | Buy |
|