GC Wealth Management RIA’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
3,397
+2,221
| +189% | +$862K | 0.11% | 171 |
|
|
2025
Q1 | $388K | Buy |
1,176
+16
| +1% | +$5.28K | 0.07% | 214 |
|
|
2024
Q4 | $421K | Buy |
1,160
+40
| +4% | +$14.5K | 0.07% | 200 |
|
|
2024
Q3 | $438K | Sell |
1,120
-46
| -4% | -$18K | 0.08% | 206 |
|
|
2024
Q2 | $388K | Sell |
1,166
-57
| -5% | -$19K | 0.08% | 197 |
|
|
2024
Q1 | $448K | Buy |
1,223
+135
| +12% | +$49.5K | 0.09% | 178 |
|
|
2023
Q4 | $322K | Buy |
+1,088
| New | +$322K | 0.14% | 152 |
|