Global Retirement Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.29M | Buy |
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|
2024
Q4 | $7.35M | Sell |
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|
2024
Q3 | $8.98M | Buy |
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|
2024
Q2 | $7.48M | Buy |
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|
2024
Q1 | $7.05M | Buy |
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|
2023
Q4 | $5.42M | Sell |
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|
2023
Q3 | $5.42M | Buy |
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|
2023
Q2 | $4.89M | Buy |
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|
2023
Q1 | $4M | Buy |
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|
2022
Q4 | $4.39M | Sell |
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|
2022
Q3 | $4.05M | Buy |
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|
2022
Q2 | $3.25M | Sell |
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|
2022
Q1 | $3.95M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $3.39M | Buy |
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|
2021
Q2 | $3.6M | Buy |
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|
2021
Q1 | $3.58M | Buy |
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|
2020
Q4 | $998K | Buy |
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|
2020
Q3 | $815K | Buy |
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|
2020
Q2 | $681K | Buy |
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|
2020
Q1 | $595K | Buy |
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|
2019
Q4 | $508K | Buy |
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|
2019
Q3 | $430K | Buy |
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|
2019
Q2 | $416K | Buy |
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|
2019
Q1 | $329K | Buy |
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|
2018
Q4 | $246K | Sell |
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|
2018
Q3 | $380K | Buy |
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|
2018
Q2 | $289K | Buy |
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|
2018
Q1 | $291K | Buy |
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|
2017
Q4 | $281K | Sell |
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|
2017
Q3 | $228K | Buy |
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|
2017
Q2 | $183K | Sell |
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|
2017
Q1 | $197K | Buy |
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|
2016
Q4 | $166K | Buy |
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