GCM
Gables Capital Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.98M | Sell |
7,680
-435
| -5% | -$169K | 1.41% | 18 |
|
|
2025
Q1 | $2.68M | Buy |
8,115
+525
| +7% | +$173K | 1.32% | 20 |
|
|
2024
Q4 | $2.75M | Sell |
7,590
-50
| -0.7% | -$18.1K | 1.33% | 21 |
|
|
2024
Q3 | $2.99M | Buy |
7,640
+420
| +6% | +$164K | 1.51% | 18 |
|
|
2024
Q2 | $2.4M | Buy |
7,220
+150
| +2% | +$50K | 1.26% | 21 |
|
|
2024
Q1 | $2.59M | Hold |
7,070
| – | – | 1.43% | 18 |
|
|
2023
Q4 | $2.09M | Hold |
7,070
| – | – | 1.3% | 20 |
|
|
2023
Q3 | $1.93M | Hold |
7,070
| – | – | 1.34% | 22 |
|
|
2023
Q2 | $1.74M | Buy |
7,070
+75
| +1% | +$18.5K | 1.14% | 24 |
|
|
2023
Q1 | $1.6M | Hold |
6,995
| – | – | 1.12% | 25 |
|
|
2022
Q4 | $1.68M | Sell |
6,995
-125
| -2% | -$29.9K | 1.22% | 23 |
|
|
2022
Q3 | $1.17M | Buy |
7,120
+70
| +1% | +$11.5K | 0.94% | 30 |
|
|
2022
Q2 | $1.26M | Hold |
7,050
| – | – | 0.95% | 29 |
|
|
2022
Q1 | $1.57M | Hold |
7,050
| – | – | 0.99% | 27 |
|
|
2021
Q4 | $1.46M | Sell |
7,050
-440
| -6% | -$91K | 0.87% | 30 |
|
|
2021
Q3 | $1.44M | Buy |
7,490
+1,760
| +31% | +$338K | 0.94% | 30 |
|
|
2021
Q2 | $1.25M | Sell |
5,730
-6,065
| -51% | -$1.32M | 0.85% | 34 |
|
|
2021
Q1 | $2.74M | Hold |
11,795
| – | – | 1.5% | 20 |
|
|
2020
Q4 | $2.15M | Hold |
11,795
| – | – | 1.25% | 25 |
|
|
2020
Q3 | $1.76M | Hold |
11,795
| – | – | 1.14% | 27 |
|
|
2020
Q2 | $1.49M | Buy |
11,795
+537
| +5% | +$67.9K | 1.03% | 28 |
|
|
2020
Q1 | $1.31M | Buy |
11,258
+3,263
| +41% | +$379K | 1.07% | 28 |
|
|
2019
Q4 | $1.18M | Buy |
7,995
+265
| +3% | +$39.1K | 0.79% | 38 |
|
|
2019
Q3 | $973K | Buy |
7,730
+75
| +1% | +$9.44K | 0.69% | 46 |
|
|
2019
Q2 | $1.04M | Sell |
7,655
-665
| -8% | -$90.6K | 0.85% | 36 |
|
|
2019
Q1 | $1.13M | Sell |
8,320
-502
| -6% | -$68.2K | 0.91% | 36 |
|
|
2018
Q4 | $1.12M | Buy |
8,822
+535
| +6% | +$68K | 0.98% | 32 |
|
|
2018
Q3 | $1.26M | Sell |
8,287
-300
| -3% | -$45.8K | 0.96% | 33 |
|
|
2018
Q2 | $1.27M | Sell |
8,587
-738
| -8% | -$109K | 1.03% | 31 |
|
|
2018
Q1 | $1.37M | Buy |
+9,325
| New | +$1.37M | 1.22% | 25 |
|