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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.67M | Buy |
8,008
+697
| +10% | +$483K | 0.21% | 106 |
|
|
2025
Q4 | $4.19M | Sell |
7,311
-305
| -4% | -$170K | 0.16% | 145 |
|
|
2025
Q3 | $3.63M | Buy |
7,616
+231
| +3% | +$98.6K | 0.14% | 161 |
|
|
2025
Q2 | $2.87M | Buy |
7,385
+437
| +6% | +$146K | 0.12% | 185 |
|
|
2025
Q1 | $2.29M | Sell |
6,948
-2,424
| -26% | -$863K | 0.11% | 204 |
|
|
2024
Q4 | $3.4M | Sell |
9,372
-2,073
| -18% | -$804K | 0.16% | 155 |
|
|
2024
Q3 | $4.48M | Buy |
11,445
+2,367
| +26% | +$817K | 0.22% | 114 |
|
|
2024
Q2 | $3.02M | Sell |
9,078
-517
| -5% | -$179K | 0.16% | 164 |
|
|
2024
Q1 | $3.52M | Sell |
9,595
-1,615
| -14% | -$516K | 0.19% | 143 |
|
|
2023
Q4 | $3.31M | Buy |
11,210
+3,021
| +37% | +$784K | 0.19% | 141 |
|
|
2023
Q3 | $2.24M | Buy |
8,189
+5,435
| +197% | +$1.47M | 0.14% | 176 |
|
|
2023
Q2 | $678K | Sell |
2,754
-3,660
| -57% | -$816K | 0.04% | 344 |
|
|
2023
Q1 | $1.47M | Buy |
6,414
+2,361
| +58% | +$571K | 0.1% | 230 |
|
|
2022
Q4 | $971K | Sell |
4,053
-539
| -12% | -$117K | 0.07% | 281 |
|
|
2022
Q3 | $753K | Buy |
4,592
+724
| +19% | +$132K | 0.06% | 323 |
|
|
2022
Q2 | $691K | Buy |
3,868
+144
| +4% | +$30.3K | 0.05% | 343 |
|
|
2022
Q1 | $830K | Buy |
3,724
+855
| +30% | +$179K | 0.06% | 335 |
|
|
2021
Q4 | $593K | Buy |
2,869
+115
| +4% | +$23.2K | 0.05% | 346 |
|
|
2021
Q3 | $529K | Sell |
2,754
-2,676
| -49% | -$557K | 0.05% | 310 |
|
|
2021
Q2 | $1.18M | Buy |
5,430
+788
| +17% | +$182K | 0.14% | 170 |
|
|
2021
Q1 | $1.08M | Buy |
4,642
+3,496
| +305% | +$724K | 0.17% | 136 |
|
|
2020
Q4 | $209K | Buy |
+1,146
| New | +$194K | 0.04% | 281 |
|
Other funds holding CAT
VCM
VPM
