GC
Gilbert & Cook’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
3,540
+54
| +2% | +$21K | 0.19% | 49 |
|
|
2025
Q1 | $1.15M | Sell |
3,486
-104
| -3% | -$34.3K | 0.17% | 57 |
|
|
2024
Q4 | $1.3M | Buy |
3,590
+18
| +0.5% | +$6.53K | 0.18% | 50 |
|
|
2024
Q3 | $1.4M | Buy |
3,572
+2
| +0.1% | +$782 | 0.19% | 44 |
|
|
2024
Q2 | $1.19M | Sell |
3,570
-1,508
| -30% | -$502K | 0.17% | 55 |
|
|
2024
Q1 | $1.86M | Buy |
5,078
+19
| +0.4% | +$6.96K | 0.25% | 31 |
|
|
2023
Q4 | $1.5M | Buy |
5,059
+192
| +4% | +$56.8K | 0.21% | 37 |
|
|
2023
Q3 | $1.33M | Buy |
4,867
+425
| +10% | +$116K | 0.21% | 38 |
|
|
2023
Q2 | $1.09M | Buy |
4,442
+230
| +5% | +$56.6K | 0.18% | 43 |
|
|
2023
Q1 | $964K | Buy |
4,212
+39
| +0.9% | +$8.93K | 0.17% | 47 |
|
|
2022
Q4 | $1,000K | Buy |
4,173
+55
| +1% | +$13.2K | 0.18% | 44 |
|
|
2022
Q3 | $884K | Buy |
4,118
+49
| +1% | +$10.5K | 0.2% | 46 |
|
|
2022
Q2 | $727K | Buy |
4,069
+147
| +4% | +$26.3K | 0.13% | 63 |
|
|
2022
Q1 | $874K | Buy |
3,922
+231
| +6% | +$51.5K | 0.14% | 55 |
|
|
2021
Q4 | $763K | Buy |
3,691
+111
| +3% | +$22.9K | 0.12% | 69 |
|
|
2021
Q3 | $687K | Buy |
3,580
+523
| +17% | +$100K | 0.12% | 70 |
|
|
2021
Q2 | $665K | Buy |
3,057
+72
| +2% | +$15.7K | 0.12% | 72 |
|
|
2021
Q1 | $692K | Buy |
2,985
+258
| +9% | +$59.8K | 0.14% | 61 |
|
|
2020
Q4 | $498K | Buy |
2,727
+377
| +16% | +$68.8K | 0.11% | 74 |
|
|
2020
Q3 | $351K | Buy |
2,350
+275
| +13% | +$41.1K | 0.08% | 94 |
|
|
2020
Q2 | $262K | Buy |
2,075
+169
| +9% | +$21.3K | 0.07% | 112 |
|
|
2020
Q1 | $221K | Buy |
1,906
+37
| +2% | +$4.29K | 0.07% | 106 |
|
|
2019
Q4 | $276K | Buy |
1,869
+187
| +11% | +$27.6K | 0.07% | 111 |
|
|
2019
Q3 | $212K | Buy |
+1,682
| New | +$212K | 0.06% | 112 |
|