Gilbert & Cook’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 | $1.37M | Buy |
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|
2025
Q1 | $1.15M | Sell |
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|
2024
Q4 | $1.3M | Buy |
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|
2024
Q3 | $1.4M | Buy |
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|
2024
Q2 | $1.19M | Sell |
|
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|
2024
Q1 | $1.86M | Buy |
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|
2023
Q4 | $1.5M | Buy |
|
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|
2023
Q3 | $1.33M | Buy |
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|
2023
Q2 | $1.09M | Buy |
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|
2023
Q1 | $964K | Buy |
|
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|
2022
Q4 | $1,000K | Buy |
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|
2022
Q3 | $884K | Buy |
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|
2022
Q2 | $727K | Buy |
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|
2022
Q1 | $874K | Buy |
|
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|
2021
Q4 | $763K | Buy |
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|
2021
Q3 | $687K | Buy |
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|
2021
Q2 | $665K | Buy |
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|
2021
Q1 | $692K | Buy |
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|
2020
Q4 | $498K | Buy |
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|
2020
Q3 | $351K | Buy |
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|
2020
Q2 | $262K | Buy |
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|
2020
Q1 | $221K | Buy |
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|
2019
Q4 | $276K | Buy |
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|
2019
Q3 | $212K | Buy |
|