GAM
GEM Asset Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $336K | Buy |
858
+209
| +32% | +$81.8K | 0.17% | 72 |
|
|
2025
Q1 | $214K | Buy |
649
+1
| +0.2% | +$330 | 0.12% | 87 |
|
|
2024
Q4 | $235K | Hold |
648
| – | – | 0.13% | 81 |
|
|
2024
Q3 | $258K | Hold |
648
| – | – | 0.15% | 81 |
|
|
2024
Q2 | $216K | Hold |
648
| – | – | 0.13% | 82 |
|
|
2024
Q1 | $232K | Buy |
+648
| New | +$232K | 0.16% | 78 |
|