Gallagher Fiduciary Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Buy |
792
+2
| +0.3% | +$776 | 0.01% | 251 |
|
|
2025
Q1 | $260K | Buy |
790
+74
| +10% | +$24.4K | 0.01% | 256 |
|
|
2024
Q4 | $260K | Buy |
716
+129
| +22% | +$46.8K | 0.05% | 240 |
|
|
2024
Q3 | $230K | Buy |
+587
| New | +$230K | 0.05% | 235 |
|
|
2024
Q2 | – | Sell |
-601
| Closed | -$220K | – | 260 |
|
|
2024
Q1 | $220K | Sell |
601
-503
| -46% | -$184K | 0.01% | 175 |
|
|
2023
Q4 | $326K | Buy |
1,104
+83
| +8% | +$24.5K | 0.01% | 134 |
|
|
2023
Q3 | $279K | Sell |
1,021
-121
| -11% | -$33K | 0.02% | 135 |
|
|
2023
Q2 | $281K | Sell |
1,142
-81
| -7% | -$20K | 0.02% | 170 |
|
|
2023
Q1 | $281K | Buy |
+1,223
| New | +$281K | 0.02% | 156 |
|