GG
Gleason Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
2,660
+11
| +0.4% | +$4.27K | 0.11% | 39 |
|
|
2025
Q1 | $874K | Sell |
2,649
-404
| -13% | -$133K | 0.16% | 39 |
|
|
2024
Q4 | $1.11M | Sell |
3,053
-69
| -2% | -$25K | 0.19% | 34 |
|
|
2024
Q3 | $1.22M | Sell |
3,122
-62
| -2% | -$24.3K | 0.22% | 31 |
|
|
2024
Q2 | $1.06M | Buy |
3,184
+12
| +0.4% | +$4K | 0.22% | 33 |
|
|
2024
Q1 | $1.16M | Sell |
3,172
-237
| -7% | -$86.9K | 0.24% | 31 |
|
|
2023
Q4 | $1.01M | Sell |
3,409
-36
| -1% | -$10.6K | 0.23% | 33 |
|
|
2023
Q3 | $940K | Sell |
3,445
-159
| -4% | -$43.4K | 0.25% | 32 |
|
|
2023
Q2 | $887K | Sell |
3,604
-2
| -0.1% | -$492 | 0.23% | 38 |
|
|
2023
Q1 | $825K | Buy |
3,606
+7
| +0.2% | +$1.6K | 0.24% | 38 |
|
|
2022
Q4 | $862K | Buy |
3,599
+19
| +0.5% | +$4.55K | 0.27% | 38 |
|
|
2022
Q3 | $587K | Buy |
3,580
+22
| +0.6% | +$3.61K | 0.2% | 40 |
|
|
2022
Q2 | $636K | Buy |
3,558
+19
| +0.5% | +$3.4K | 0.22% | 38 |
|
|
2022
Q1 | $789K | Buy |
3,539
+20
| +0.6% | +$4.46K | 0.23% | 34 |
|
|
2021
Q4 | $728K | Buy |
3,519
+19
| +0.5% | +$3.93K | 0.24% | 36 |
|
|
2021
Q3 | $672K | Buy |
3,500
+19
| +0.5% | +$3.65K | 0.24% | 38 |
|
|
2021
Q2 | $758K | Buy |
3,481
+15
| +0.4% | +$3.27K | 0.27% | 34 |
|
|
2021
Q1 | $804K | Sell |
3,466
-147
| -4% | -$34.1K | 0.32% | 32 |
|
|
2020
Q4 | $658K | Buy |
3,613
+20
| +0.6% | +$3.64K | 0.32% | 35 |
|
|
2020
Q3 | $536K | Buy |
3,593
+26
| +0.7% | +$3.88K | 0.31% | 37 |
|
|
2020
Q2 | $451K | Buy |
3,567
+154
| +5% | +$19.5K | 0.28% | 39 |
|
|
2020
Q1 | $396K | Buy |
3,413
+6
| +0.2% | +$696 | 0.31% | 39 |
|
|
2019
Q4 | $503K | Buy |
+3,407
| New | +$503K | 0.3% | 40 |
|