Garden State Investment Advisory Services’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $501K | Buy |
1,288
+44
| +4% | +$17.1K | 0.13% | 137 |
|
|
2025
Q1 | $411K | Sell |
1,244
-8
| -0.6% | -$2.64K | 0.13% | 143 |
|
|
2024
Q4 | $455K | Buy |
1,252
+106
| +9% | +$38.5K | 0.14% | 129 |
|
|
2024
Q3 | $449K | Sell |
1,146
-74
| -6% | -$29K | 0.14% | 129 |
|
|
2024
Q2 | $407K | Sell |
1,220
-294
| -19% | -$98.1K | 0.14% | 133 |
|
|
2024
Q1 | $552K | Buy |
1,514
+70
| +5% | +$25.5K | 0.2% | 104 |
|
|
2023
Q4 | $427K | Buy |
1,444
+51
| +4% | +$15.1K | 0.17% | 119 |
|
|
2023
Q3 | $380K | Buy |
1,393
+94
| +7% | +$25.7K | 0.17% | 116 |
|
|
2023
Q2 | $320K | Buy |
1,299
+3
| +0.2% | +$738 | 0.13% | 135 |
|
|
2023
Q1 | $297K | Sell |
1,296
-110
| -8% | -$25.2K | 0.13% | 137 |
|
|
2022
Q4 | $337K | Buy |
+1,406
| New | +$337K | 0.2% | 116 |
|