GRP
Global Retirement Partners’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.29M | Buy |
+16,202
| New | +$6.29M | 0.16% | 125 |
|
|
2024
Q4 | $7.35M | Sell |
20,258
-2,706
| -12% | -$982K | 0.21% | 98 |
|
|
2024
Q3 | $8.98M | Buy |
22,964
+498
| +2% | +$195K | 0.27% | 83 |
|
|
2024
Q2 | $7.48M | Buy |
22,466
+3,232
| +17% | +$1.08M | 0.23% | 87 |
|
|
2024
Q1 | $7.05M | Buy |
19,234
+367
| +2% | +$134K | 0.26% | 84 |
|
|
2023
Q4 | $5.42M | Sell |
18,867
-1,588
| -8% | -$456K | 0.23% | 92 |
|
|
2023
Q3 | $5.42M | Buy |
20,455
+564
| +3% | +$149K | 0.27% | 80 |
|
|
2023
Q2 | $4.89M | Buy |
19,891
+1,349
| +7% | +$332K | 0.24% | 92 |
|
|
2023
Q1 | $4M | Buy |
18,542
+210
| +1% | +$45.3K | 0.21% | 104 |
|
|
2022
Q4 | $4.39M | Sell |
18,332
-399
| -2% | -$95.6K | 0.3% | 72 |
|
|
2022
Q3 | $4.06M | Buy |
18,731
+570
| +3% | +$123K | 0.31% | 69 |
|
|
2022
Q2 | $3.25M | Sell |
18,161
-1,037
| -5% | -$185K | 0.26% | 91 |
|
|
2022
Q1 | $3.95M | Buy |
+19,198
| New | +$3.95M | 0.31% | 75 |
|
|
2021
Q4 | – | Sell |
-17,674
| Closed | -$3.39M | – | 456 |
|
|
2021
Q3 | $3.39M | Buy |
17,674
+1,107
| +7% | +$213K | 0.34% | 54 |
|
|
2021
Q2 | $3.61M | Buy |
16,567
+1,121
| +7% | +$244K | 0.37% | 51 |
|
|
2021
Q1 | $3.58M | Buy |
15,446
+9,964
| +182% | +$2.31M | 0.42% | 48 |
|
|
2020
Q4 | $998K | Buy |
5,482
+19
| +0.3% | +$3.46K | 0.13% | 157 |
|
|
2020
Q3 | $815K | Buy |
5,463
+82
| +2% | +$12.2K | 0.12% | 170 |
|
|
2020
Q2 | $681K | Buy |
5,381
+256
| +5% | +$32.4K | 0.11% | 183 |
|
|
2020
Q1 | $595K | Buy |
5,125
+1,686
| +49% | +$196K | 0.11% | 171 |
|
|
2019
Q4 | $508K | Buy |
3,439
+34
| +1% | +$5.02K | 0.08% | 229 |
|
|
2019
Q3 | $430K | Buy |
3,405
+355
| +12% | +$44.8K | 0.07% | 233 |
|
|
2019
Q2 | $416K | Buy |
3,050
+625
| +26% | +$85.2K | 0.08% | 209 |
|
|
2019
Q1 | $329K | Buy |
2,425
+492
| +25% | +$66.8K | 0.08% | 212 |
|
|
2018
Q4 | $246K | Sell |
1,933
-560
| -22% | -$71.3K | 0.06% | 248 |
|
|
2018
Q3 | $380K | Buy |
2,493
+360
| +17% | +$54.9K | 0.09% | 208 |
|
|
2018
Q2 | $289K | Buy |
2,133
+159
| +8% | +$21.5K | 0.07% | 238 |
|
|
2018
Q1 | $291K | Buy |
1,974
+191
| +11% | +$28.2K | 0.08% | 228 |
|
|
2017
Q4 | $281K | Sell |
1,783
-46
| -3% | -$7.25K | 0.08% | 217 |
|
|
2017
Q3 | $228K | Buy |
1,829
+122
| +7% | +$15.2K | 0.09% | 210 |
|
|
2017
Q2 | $183K | Sell |
1,707
-421
| -20% | -$45.1K | 0.09% | 213 |
|
|
2017
Q1 | $197K | Buy |
2,128
+335
| +19% | +$31K | 0.11% | 176 |
|
|
2016
Q4 | $166K | Buy |
+1,793
| New | +$166K | 0.11% | 175 |
|