Winning Points Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $249K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $424K | Hold |
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|
2020
Q4 | $333K | Hold |
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|
2020
Q3 | $273K | Hold |
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|
2020
Q2 | $231K | Hold |
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|
2020
Q1 | $212K | Hold |
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|
2019
Q4 | $270K | Hold |
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|
2019
Q3 | $232K | Hold |
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|
2019
Q2 | $249K | Hold |
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|
2019
Q1 | $248K | Hold |
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|
2018
Q4 | $231K | Hold |
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|
2018
Q3 | $279K | Hold |
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|
2018
Q2 | $248K | Hold |
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|
2018
Q1 | $269K | Hold |
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|
2017
Q4 | $288K | Sell |
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|
2017
Q3 | $324K | Sell |
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|
2017
Q2 | $307K | Buy |
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|
2017
Q1 | $263K | Hold |
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|
2016
Q4 | $262K | Buy |
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