GA
Gateway Advisory’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $6.79M | Sell |
17,363
-462
| -3% | -$181K | 1.09% | 22 |
|
|
2024
Q2 | $5.94M | Buy |
17,825
+233
| +1% | +$77.6K | 1.01% | 26 |
|
|
2024
Q1 | $6.45M | Sell |
17,592
-70
| -0.4% | -$25.7K | 1.13% | 23 |
|
|
2023
Q4 | $5.22M | Sell |
17,662
-583
| -3% | -$172K | 1% | 24 |
|
|
2023
Q3 | $4.98M | Buy |
18,245
+429
| +2% | +$117K | 1.02% | 20 |
|
|
2023
Q2 | $4.38M | Buy |
17,816
+318
| +2% | +$78.2K | 0.93% | 21 |
|
|
2023
Q1 | $4M | Buy |
+17,498
| New | +$4M | 0.89% | 23 |
|
|
2022
Q4 | – | Sell |
-22,257
| Closed | -$3.65M | – | 75 |
|
|
2022
Q3 | $3.65M | Buy |
22,257
+3,116
| +16% | +$511K | 0.91% | 18 |
|
|
2022
Q2 | $3.42M | Sell |
19,141
-12
| -0.1% | -$2.15K | 1.46% | 17 |
|
|
2022
Q1 | $4.27M | Buy |
+19,153
| New | +$4.27M | 1.16% | 28 |
|
|
2021
Q4 | – | Sell |
-18,518
| Closed | -$3.56M | – | 106 |
|
|
2021
Q3 | $3.56M | Buy |
18,518
+307
| +2% | +$58.9K | 0.74% | 33 |
|
|
2021
Q2 | $3.96M | Buy |
+18,211
| New | +$3.96M | 0.84% | 29 |
|