GGM Wealth Advisors’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$346K Sell
2024
Q2
$308K Sell
2024
Q1
$350K Sell
2023
Q4
$283K Buy
2023
Q3
$257K Buy
2023
Q2
$237K Buy
2023
Q1
Sell
2022
Q4
$232K Buy