Zeke Capital 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
Q4 | $650K | Buy |
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|
2022
Q3 | $438K | Sell |
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|
2022
Q2 | $485K | Sell |
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|
2022
Q1 | $612K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $993K | Buy |
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|
2019
Q3 | $798K | Sell |
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|
2019
Q2 | $1.6M | Hold |
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|
2019
Q1 | $1.59M | Hold |
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|
2018
Q4 | $1.49M | Sell |
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|
2018
Q3 | $1.86M | Buy |
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|
2018
Q2 | $1.06M | Sell |
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|
2018
Q1 | $1.63M | Sell |
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|
2017
Q4 | $1.76M | Buy |
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|
2017
Q3 | $1.17M | Buy |
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|
2017
Q2 | $508K | Buy |
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|
2017
Q1 | $406K | Buy |
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|
2016
Q4 | $306K | Buy |
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