Gladstone Institutional Advisory’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.63M | Buy |
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|
2025
Q2 | $2.87M | Buy |
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|
2025
Q1 | $2.29M | Sell |
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|
2024
Q4 | $3.4M | Sell |
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|
2024
Q3 | $4.48M | Buy |
|
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|
2024
Q2 | $3.02M | Sell |
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|
2024
Q1 | $3.52M | Sell |
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|
2023
Q4 | $3.31M | Buy |
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|
2023
Q3 | $2.24M | Buy |
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|
2023
Q2 | $678K | Sell |
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|
2023
Q1 | $1.47M | Buy |
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|
2022
Q4 | $971K | Sell |
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|
2022
Q3 | $753K | Buy |
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|
2022
Q2 | $691K | Buy |
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|
2022
Q1 | $830K | Buy |
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|
2021
Q4 | $593K | Buy |
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|
2021
Q3 | $529K | Sell |
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|
2021
Q2 | $1.18M | Buy |
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|
2021
Q1 | $1.08M | Buy |
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|
2020
Q4 | $209K | Buy |
|