Garrison Point Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Sell |
|
|||||
|
2025
Q1 | $1.65M | Sell |
|
|||||
|
2024
Q4 | $1.85M | Sell |
|
|||||
|
2024
Q3 | $2.01M | Sell |
|
|||||
|
2024
Q2 | $1.73M | Buy |
|
|||||
|
2024
Q1 | $1.88M | Buy |
|
|||||
|
2023
Q4 | $1.51M | Sell |
|
|||||
|
2023
Q3 | $1.41M | Sell |
|
|||||
|
2023
Q2 | $1.32M | Hold |
|
|||||
|
2023
Q1 | $1.22M | Sell |
|
|||||
|
2022
Q4 | $1.28M | Sell |
|
|||||
|
2022
Q3 | $881K | Hold |
|
|||||
|
2022
Q2 | $960K | Hold |
|
|||||
|
2022
Q1 | $1.2M | Hold |
|
|||||
|
2021
Q4 | $1.11M | Hold |
|
|||||
|
2021
Q3 | $1.03M | Buy |
|
|||||
|
2021
Q2 | $1.15M | Sell |
|
|||||
|
2021
Q1 | $1.23M | Sell |
|
|||||
|
2020
Q4 | $966K | Sell |
|
|||||
|
2020
Q3 | $814K | Sell |
|
|||||
|
2020
Q2 | $710K | Buy |
|
|||||
|
2020
Q1 | $645K | Sell |
|
|||||
|
2019
Q4 | $870K | Hold |
|
|||||
|
2019
Q3 | $744K | Hold |
|
|||||
|
2019
Q2 | $803K | Sell |
|
|||||
|
2019
Q1 | $805K | Hold |
|
|||||
|
2018
Q4 | $755K | Buy |
|