GIM
Goelzer Investment Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.52M | Buy |
24,511
+26
| +0.1% | +$10.1K | 0.52% | 35 |
|
|
2025
Q1 | $8.08M | Buy |
24,485
+8,846
| +57% | +$2.92M | 0.47% | 47 |
|
|
2024
Q4 | $5.67M | Buy |
15,639
+395
| +3% | +$143K | 0.33% | 71 |
|
|
2024
Q3 | $5.96M | Sell |
15,244
-153
| -1% | -$59.8K | 0.33% | 70 |
|
|
2024
Q2 | $5.13M | Sell |
15,397
-5
| -0% | -$1.67K | 0.29% | 77 |
|
|
2024
Q1 | $5.64M | Sell |
15,402
-200
| -1% | -$73.3K | 0.32% | 72 |
|
|
2023
Q4 | $4.61M | Buy |
15,602
+492
| +3% | +$145K | 0.3% | 81 |
|
|
2023
Q3 | $4.13M | Sell |
15,110
-63
| -0.4% | -$17.2K | 0.29% | 79 |
|
|
2023
Q2 | $3.73M | Sell |
15,173
-302
| -2% | -$74.3K | 0.32% | 93 |
|
|
2023
Q1 | $3.54M | Sell |
15,475
-467
| -3% | -$107K | 0.31% | 93 |
|
|
2022
Q4 | $3.82M | Buy |
15,942
+3,983
| +33% | +$954K | 0.33% | 87 |
|
|
2022
Q3 | $1.96M | Sell |
11,959
-287
| -2% | -$47.1K | 0.2% | 123 |
|
|
2022
Q2 | $2.19M | Buy |
12,246
+1,036
| +9% | +$185K | 0.21% | 121 |
|
|
2022
Q1 | $2.5M | Buy |
11,210
+836
| +8% | +$186K | 0.22% | 121 |
|
|
2021
Q4 | $2.15M | Buy |
+10,374
| New | +$2.15M | 0.17% | 136 |
|