Gerber Kawasaki Wealth & Investment Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $721K | Buy |
|
|||||
|
2025
Q1 | $494K | Buy |
|
|||||
|
2024
Q4 | $513K | Buy |
|
|||||
|
2024
Q3 | $522K | Buy |
|
|||||
|
2024
Q2 | $440K | Hold |
|
|||||
|
2024
Q1 | $484K | Buy |
|
|||||
|
2023
Q4 | $350K | Sell |
|
|||||
|
2023
Q3 | $444K | Buy |
|
|||||
|
2023
Q2 | $343K | Sell |
|
|||||
|
2023
Q1 | $320K | Buy |
|
|||||
|
2022
Q4 | $333K | Sell |
|
|||||
|
2022
Q3 | $233K | Buy |
|
|||||
|
2022
Q2 | $228K | Buy |
|
|||||
|
2022
Q1 | $262K | Sell |
|
|||||
|
2021
Q4 | $282K | Sell |
|
|||||
|
2021
Q3 | $281K | Buy |
|
|||||
|
2021
Q2 | $255K | Buy |
|
|||||
|
2021
Q1 | $250K | Buy |
|