GWP
Gateway Wealth Partners’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Buy |
4,173
+394
| +10% | +$153K | 0.31% | 91 |
|
|
2025
Q1 | $1.25M | Buy |
3,779
+117
| +3% | +$38.6K | 0.28% | 95 |
|
|
2024
Q4 | $1.33M | Sell |
3,662
-144
| -4% | -$52.2K | 0.34% | 70 |
|
|
2024
Q3 | $1.49M | Buy |
3,806
+138
| +4% | +$54K | 0.41% | 61 |
|
|
2024
Q2 | $1.22M | Buy |
3,668
+84
| +2% | +$28K | 0.37% | 70 |
|
|
2024
Q1 | $1.31M | Sell |
3,584
-47
| -1% | -$17.2K | 0.47% | 60 |
|
|
2023
Q4 | $1.07M | Sell |
3,631
-8,354
| -70% | -$2.47M | 0.43% | 57 |
|
|
2023
Q3 | $3.27M | Buy |
11,985
+562
| +5% | +$153K | 0.59% | 37 |
|
|
2023
Q2 | $2.81M | Buy |
11,423
+123
| +1% | +$30.3K | 0.5% | 43 |
|
|
2023
Q1 | $2.59M | Buy |
11,300
+402
| +4% | +$92K | 0.4% | 45 |
|
|
2022
Q4 | $2.61M | Buy |
+10,898
| New | +$2.61M | 0.45% | 41 |
|