Winslow Evans & Crocker’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $872K | Buy |
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|
2020
Q3 | $543K | Sell |
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|
2020
Q2 | $464K | Sell |
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|
2020
Q1 | $458K | Sell |
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|
2019
Q4 | $632K | Sell |
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|
2019
Q3 | $566K | Sell |
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|
2019
Q2 | $644K | Buy |
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|
2019
Q1 | $610K | Buy |
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|
2018
Q4 | $556K | Sell |
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|
2018
Q3 | $912K | Sell |
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|
2018
Q2 | $812K | Buy |
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|
2018
Q1 | $369K | Sell |
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|
2017
Q4 | $836K | Buy |
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|
2017
Q3 | $192K | Sell |
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|
2017
Q2 | $181K | Buy |
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|
2017
Q1 | $124K | Sell |
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|
2016
Q4 | $243K | Hold |
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|
2016
Q3 | $232K | Hold |
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|
2016
Q2 | $198K | Sell |
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|
2016
Q1 | $219K | Sell |
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|
2015
Q4 | $205K | Sell |
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|
2015
Q3 | $220K | Sell |
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|
2015
Q2 | $319K | Sell |
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|
2015
Q1 | $310K | Buy |
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|
2014
Q4 | $271K | Sell |
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|
2014
Q3 | $303K | Sell |
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|
2014
Q2 | $387K | Buy |
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|
2014
Q1 | $314K | Sell |
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|
2013
Q4 | $297K | Buy |
|