GIA
GHP Investment Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $888K | Hold |
2,287
| – | – | 0.04% | 275 |
|
|
2025
Q1 | $754K | Buy |
2,287
+85
| +4% | +$28K | 0.04% | 280 |
|
|
2024
Q4 | $799K | Sell |
2,202
-45
| -2% | -$16.3K | 0.04% | 275 |
|
|
2024
Q3 | $879K | Buy |
2,247
+87
| +4% | +$34K | 0.04% | 270 |
|
|
2024
Q2 | $720K | Sell |
2,160
-28
| -1% | -$9.33K | 0.04% | 279 |
|
|
2024
Q1 | $802K | Buy |
2,188
+154
| +8% | +$56.4K | 0.04% | 282 |
|
|
2023
Q4 | $601K | Sell |
2,034
-84
| -4% | -$24.8K | 0.03% | 294 |
|
|
2023
Q3 | $568K | Hold |
2,118
| – | – | 0.03% | 292 |
|
|
2023
Q2 | $604K | Buy |
2,118
+85
| +4% | +$24.2K | 0.04% | 293 |
|
|
2023
Q1 | $465K | Sell |
2,033
-48
| -2% | -$11K | 0.03% | 305 |
|
|
2022
Q4 | $499K | Buy |
2,081
+49
| +2% | +$11.7K | 0.03% | 303 |
|
|
2022
Q3 | $333K | Hold |
2,032
| – | – | 0.03% | 317 |
|
|
2022
Q2 | $363K | Sell |
2,032
-31
| -2% | -$5.54K | 0.03% | 308 |
|
|
2022
Q1 | $460K | Sell |
2,063
-4
| -0.2% | -$892 | 0.03% | 296 |
|
|
2021
Q4 | $427K | Buy |
2,067
+108
| +6% | +$22.3K | 0.03% | 257 |
|
|
2021
Q3 | $376K | Hold |
1,959
| – | – | 0.03% | 250 |
|
|
2021
Q2 | $426K | Sell |
1,959
-38
| -2% | -$8.26K | 0.03% | 240 |
|
|
2021
Q1 | $463K | Hold |
1,997
| – | – | 0.04% | 232 |
|
|
2020
Q4 | $363K | Sell |
1,997
-25
| -1% | -$4.54K | 0.03% | 239 |
|
|
2020
Q3 | $302K | Sell |
2,022
-80
| -4% | -$11.9K | 0.03% | 241 |
|
|
2020
Q2 | $266K | Sell |
2,102
-40
| -2% | -$5.06K | 0.03% | 250 |
|
|
2020
Q1 | $249K | Sell |
2,142
-19
| -0.9% | -$2.21K | 0.04% | 252 |
|
|
2019
Q4 | $319K | Hold |
2,161
| – | – | 0.03% | 262 |
|
|
2019
Q3 | $273K | Hold |
2,161
| – | – | 0.03% | 270 |
|
|
2019
Q2 | $295K | Sell |
2,161
-18
| -0.8% | -$2.46K | 0.04% | 275 |
|
|
2019
Q1 | $295K | Sell |
2,179
-524
| -19% | -$70.9K | 0.04% | 274 |
|
|
2018
Q4 | $343K | Buy |
2,703
+561
| +26% | +$71.2K | 0.05% | 245 |
|
|
2018
Q3 | $327K | Sell |
2,142
-129
| -6% | -$19.7K | 0.04% | 257 |
|
|
2018
Q2 | $308K | Buy |
2,271
+129
| +6% | +$17.5K | 0.04% | 253 |
|
|
2018
Q1 | $316K | Hold |
2,142
| – | – | 0.04% | 252 |
|
|
2017
Q4 | $338K | Hold |
2,142
| – | – | 0.05% | 256 |
|
|
2017
Q3 | $267K | Sell |
2,142
-400
| -16% | -$49.9K | 0.04% | 264 |
|
|
2017
Q2 | $273K | Hold |
2,542
| – | – | 0.04% | 268 |
|
|
2017
Q1 | $236K | Hold |
2,542
| – | – | 0.04% | 276 |
|
|
2016
Q4 | $236K | Buy |
+2,542
| New | +$236K | 0.04% | 266 |
|