Global Trust Asset Management’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	$5.47M	Buy	7,718 +373	+5%	+$258K	2.09%	11
2025 Q4	$4.21M	Buy	7,345 +2,692	+58%	+$1.5M	1.66%	15
2025 Q3	$2.22M	Buy	4,653 +48	+1%	+$20.5K	1%	22
2025 Q2	$1.79M	Sell	4,605 -858	-16%	-$286K	0.96%	20
2025 Q1	$1.8M	Sell	5,463 -3,627	-40%	-$1.29M	1.1%	17
2024 Q4	$3.3M	Sell	9,090 -307	-3%	-$119K	1.25%	17
2024 Q3	$3.68M	Buy	9,397 +68	+0.7%	+$23.5K	1.36%	14
2024 Q2	$3.11M	Sell	9,329 -84	-0.9%	-$29.1K	1.25%	15
2024 Q1	$3.45M	Buy	9,413 +1,004	+12%	+$321K	1.42%	13
2023 Q4	$2.49M	Buy	8,409 +52	+0.6%	+$13.5K	1.09%	19
2023 Q3	$2.28M	Buy	8,357 +129	+2%	+$35K	1.09%	21
2023 Q2	$2.02M	Hold	8,228	–	–	0.91%	26
2023 Q1	$1.88M	Buy	8,228 +103	+1%	+$24.9K	0.9%	27
2022 Q4	$1.95M	Sell	8,125 -222	-3%	-$48.3K	0.98%	25
2022 Q3	$1.37M	Sell	8,347 -752	-8%	-$137K	0.71%	38
2022 Q2	$1.63M	Sell	9,099 -1,791	-16%	-$377K	0.8%	33
2022 Q1	$2.43M	Buy	10,890 +2,223	+26%	+$466K	1.01%	24
2021 Q4	$1.79M	Sell	8,667 -658	-7%	-$132K	0.71%	35
2021 Q3	$1.79M	Buy	9,325 +4,433	+91%	+$923K	0.8%	31
2021 Q2	$1.06M	Sell	4,892 -1,085	-18%	-$251K	0.51%	51
2021 Q1	$1.39M	Buy	5,977 +6	+0.1%	+$1.24K	0.76%	32
2020 Q4	$1.09M	Buy	5,971 +2,807	+89%	+$476K	0.6%	38
2020 Q3	$464K	Hold	3,164	–	–	0.3%	90
2020 Q2	$400K	Buy	3,164 +44	+1%	+$5.22K	0.28%	89
2020 Q1	$349K	Buy	3,120 +1,020	+49%	+$130K	0.27%	95
2019 Q4	$310K	Hold	2,100	–	–	0.19%	128
2019 Q3	$265K	Buy	2,100 +1,762	+521%	+$224K	0.18%	128
2019 Q2	$46K	Hold	338	–	–	0.03%	221
2019 Q1	$46K	Hold	338	–	–	0.03%	214
2018 Q4	$43K	Sell	338 -1,785	-84%	-$232K	0.04%	194
2018 Q3	$324K	Buy	+2,123	New	+$300K	0.22%	107
2018 Q1	–	Sell	-7,327	Closed	-$1.16M	–	373
2017 Q4	$1.16M	Buy	+7,327	New	+$1.02M	0.82%	30