GA
Geller Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $671K | Sell |
1,850
-1,194
| -39% | -$433K | 0.04% | 99 |
|
|
2024
Q3 | $1.19M | Sell |
3,044
-3
| -0.1% | -$1.17K | 0.08% | 63 |
|
|
2024
Q2 | $1.01M | Buy |
3,047
+41
| +1% | +$13.7K | 0.08% | 73 |
|
|
2024
Q1 | $1.1M | Sell |
3,006
-32
| -1% | -$11.7K | 0.09% | 68 |
|
|
2023
Q4 | $898K | Sell |
3,038
-25
| -0.8% | -$7.39K | 0.09% | 74 |
|
|
2023
Q3 | $836K | Buy |
3,063
+17
| +0.6% | +$4.64K | 0.1% | 65 |
|
|
2023
Q2 | $749K | Buy |
3,046
+1,027
| +51% | +$253K | 0.09% | 70 |
|
|
2023
Q1 | $462K | Buy |
2,019
+351
| +21% | +$80.3K | 0.07% | 75 |
|
|
2022
Q4 | $400K | Buy |
+1,668
| New | +$400K | 0.07% | 67 |
|