Yorktown Management & Research Company’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $245K | Sell |
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|
2021
Q4 | $248K | Hold |
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|
2021
Q3 | $230K | Hold |
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|
2021
Q2 | $261K | Hold |
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|
2021
Q1 | $278K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $615K | Sell |
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|
2019
Q4 | $1.18M | Hold |
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|
2019
Q3 | $1.01M | Hold |
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|
2019
Q2 | $1.09M | Hold |
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|
2019
Q1 | $1.08M | Hold |
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|
2018
Q4 | $1.02M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $204K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $220K | Hold |
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|
2014
Q3 | $238K | Hold |
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|
2014
Q2 | $261K | Hold |
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|
2014
Q1 | $238K | Hold |
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|
2013
Q4 | $218K | Buy |
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