Wilbanks Smith & Thomas Asset Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $38.1M | Sell |
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|
2023
Q4 | $30.9M | Buy |
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|
2023
Q3 | $28.4M | Sell |
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|
2023
Q2 | $25.6M | Buy |
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|
2023
Q1 | $23.1M | Buy |
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|
2022
Q4 | $24.1M | Buy |
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|
2022
Q3 | $15.8M | Buy |
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|
2022
Q2 | $16.9M | Buy |
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|
2022
Q1 | $20.1M | Buy |
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|
2021
Q4 | $19.3M | Buy |
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|
2021
Q3 | $17.9M | Sell |
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|
2021
Q2 | $20.3M | Sell |
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|
2021
Q1 | $21.7M | Buy |
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|
2020
Q4 | $16.7M | Sell |
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|
2020
Q3 | $13.7M | Sell |
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|
2020
Q2 | $11.7M | Sell |
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|
2020
Q1 | $11.2M | Buy |
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|
2019
Q4 | $14.3M | Sell |
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|
2019
Q3 | $12.3M | Buy |
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|
2019
Q2 | $13.2M | Sell |
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|
2019
Q1 | $13.2M | Buy |
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|
2018
Q4 | $11.6M | Sell |
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|
2018
Q3 | $14M | Buy |
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|
2018
Q2 | $12.3M | Buy |
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|
2018
Q1 | $13.3M | Buy |
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|
2017
Q4 | $14.2M | Hold |
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|
2017
Q3 | $11.2M | Hold |
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|
2017
Q2 | $9.66M | Sell |
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|
2017
Q1 | $8.37M | Sell |
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|
2016
Q4 | $8.45M | Hold |
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|
2016
Q3 | $8.09M | Buy |
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|
2016
Q2 | $5.64M | Buy |
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|
2016
Q1 | $5.61M | Sell |
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|
2015
Q4 | $5.01M | Sell |
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|
2015
Q3 | $4.88M | Sell |
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|
2015
Q2 | $6.49M | Buy |
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|
2015
Q1 | $6.07M | Sell |
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|
2014
Q4 | $6.96M | Buy |
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|
2014
Q3 | $7.52M | Sell |
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|
2014
Q2 | $8.29M | Buy |
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|
2014
Q1 | $7.58M | Buy |
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|
2013
Q4 | $2.83M | Sell |
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|
2013
Q3 | $2.76M | Buy |
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|
2013
Q2 | $2.61M | Buy |
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