Windsor Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.12M | Sell |
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|
2023
Q2 | $1.04M | Sell |
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|
2023
Q1 | $920K | Sell |
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|
2022
Q4 | $1.07M | Buy |
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|
2022
Q3 | $764K | Buy |
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|
2022
Q2 | $740K | Sell |
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|
2022
Q1 | $1.76M | Sell |
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|
2021
Q4 | $1.79M | Sell |
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|
2021
Q3 | $1.78M | Buy |
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|
2021
Q2 | $1.83M | Buy |
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|
2021
Q1 | $1.86M | Buy |
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|
2020
Q4 | $1.18M | Buy |
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|
2020
Q3 | $1.05M | Buy |
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|
2020
Q2 | $560K | Sell |
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|
2020
Q1 | $515K | Sell |
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|
2019
Q4 | $714K | Sell |
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|
2019
Q3 | $592K | Sell |
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|
2019
Q2 | $750K | Buy |
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|
2019
Q1 | $633K | Sell |
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|
2018
Q4 | $597K | Buy |
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|
2018
Q3 | $676K | Hold |
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|
2018
Q2 | $601K | Buy |
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|
2018
Q1 | $620K | Buy |
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|
2017
Q4 | $579K | Buy |
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