Gerber Kawasaki Wealth & Investment Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $721K | Buy |
1,856
+358
| +24% | +$139K | 0.03% | 168 |
|
|
2025
Q1 | $494K | Buy |
1,498
+83
| +6% | +$27.4K | 0.02% | 191 |
|
|
2024
Q4 | $513K | Buy |
1,415
+82
| +6% | +$29.7K | 0.02% | 181 |
|
|
2024
Q3 | $522K | Buy |
1,333
+13
| +1% | +$5.09K | 0.02% | 181 |
|
|
2024
Q2 | $440K | Hold |
1,320
| – | – | 0.02% | 183 |
|
|
2024
Q1 | $484K | Buy |
1,320
+137
| +12% | +$50.2K | 0.03% | 178 |
|
|
2023
Q4 | $350K | Sell |
1,183
-444
| -27% | -$131K | 0.02% | 192 |
|
|
2023
Q3 | $444K | Buy |
1,627
+234
| +17% | +$63.9K | 0.03% | 166 |
|
|
2023
Q2 | $343K | Sell |
1,393
-5
| -0.4% | -$1.23K | 0.02% | 188 |
|
|
2023
Q1 | $320K | Buy |
1,398
+9
| +0.6% | +$2.06K | 0.03% | 191 |
|
|
2022
Q4 | $333K | Sell |
1,389
-33
| -2% | -$7.91K | 0.03% | 190 |
|
|
2022
Q3 | $233K | Buy |
1,422
+145
| +11% | +$23.8K | 0.02% | 202 |
|
|
2022
Q2 | $228K | Buy |
1,277
+100
| +8% | +$17.9K | 0.02% | 216 |
|
|
2022
Q1 | $262K | Sell |
1,177
-189
| -14% | -$42.1K | 0.02% | 220 |
|
|
2021
Q4 | $282K | Sell |
1,366
-100
| -7% | -$20.6K | 0.02% | 216 |
|
|
2021
Q3 | $281K | Buy |
1,466
+293
| +25% | +$56.2K | 0.04% | 146 |
|
|
2021
Q2 | $255K | Buy |
1,173
+91
| +8% | +$19.8K | 0.03% | 210 |
|
|
2021
Q1 | $250K | Buy |
+1,082
| New | +$250K | 0.03% | 183 |
|