GG
Gofen & Glossberg’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $14.8M | Buy |
61,590
+1,710
| +3% | +$410K | 0.38% | 64 |
|
|
2022
Q3 | $9.83M | Buy |
59,880
+549
| +0.9% | +$90.1K | 0.28% | 86 |
|
|
2022
Q2 | $10.6M | Sell |
59,331
-42
| -0.1% | -$7.51K | 0.28% | 86 |
|
|
2022
Q1 | $13.2M | Sell |
59,373
-459
| -0.8% | -$102K | 0.3% | 80 |
|
|
2021
Q4 | $12.4M | Sell |
59,832
-296
| -0.5% | -$61.2K | 0.27% | 84 |
|
|
2021
Q3 | $11.5M | Sell |
60,128
-1,518
| -2% | -$291K | 0.27% | 86 |
|
|
2021
Q2 | $13.4M | Sell |
61,646
-231
| -0.4% | -$50.3K | 0.32% | 73 |
|
|
2021
Q1 | $14.3M | Sell |
61,877
-10
| -0% | -$2.32K | 0.37% | 69 |
|
|
2020
Q4 | $11.3M | Sell |
61,887
-63
| -0.1% | -$11.5K | 0.31% | 79 |
|
|
2020
Q3 | $9.24M | Hold |
61,950
| – | – | 0.28% | 79 |
|
|
2020
Q2 | $7.84M | Sell |
61,950
-1,670
| -3% | -$211K | 0.26% | 89 |
|
|
2020
Q1 | $7.38M | Sell |
63,620
-755
| -1% | -$87.6K | 0.29% | 82 |
|
|
2019
Q4 | $9.51M | Sell |
64,375
-458
| -0.7% | -$67.6K | 0.3% | 82 |
|
|
2019
Q3 | $8.19M | Sell |
64,833
-1,866
| -3% | -$236K | 0.28% | 87 |
|
|
2019
Q2 | $9.09M | Sell |
66,699
-1,450
| -2% | -$198K | 0.31% | 82 |
|
|
2019
Q1 | $9.23M | Sell |
68,149
-170
| -0.2% | -$23K | 0.33% | 80 |
|
|
2018
Q4 | $8.68M | Sell |
68,319
-175
| -0.3% | -$22.2K | 0.34% | 79 |
|
|
2018
Q3 | $10.4M | Sell |
68,494
-603
| -0.9% | -$92K | 0.36% | 76 |
|
|
2018
Q2 | $9.37M | Sell |
69,097
-1,037
| -1% | -$141K | 0.35% | 80 |
|
|
2018
Q1 | $10.3M | Sell |
70,134
-3,465
| -5% | -$511K | 0.39% | 77 |
|
|
2017
Q4 | $11.6M | Sell |
73,599
-552
| -0.7% | -$87K | 0.41% | 76 |
|
|
2017
Q3 | $9.25M | Buy |
74,151
+1,526
| +2% | +$190K | 0.34% | 83 |
|
|
2017
Q2 | $7.8M | Sell |
72,625
-866
| -1% | -$93.1K | 0.3% | 85 |
|
|
2017
Q1 | $6.82M | Sell |
73,491
-1,250
| -2% | -$116K | 0.27% | 91 |
|
|
2016
Q4 | $6.93M | Sell |
74,741
-2,915
| -4% | -$270K | 0.28% | 89 |
|
|
2016
Q3 | $6.89M | Sell |
77,656
-10,053
| -11% | -$892K | 0.29% | 88 |
|
|
2016
Q2 | $6.65M | Sell |
87,709
-3,701
| -4% | -$281K | 0.28% | 89 |
|
|
2016
Q1 | $7M | Sell |
91,410
-11,687
| -11% | -$894K | 0.3% | 88 |
|
|
2015
Q4 | $7.01M | Sell |
103,097
-7,457
| -7% | -$507K | 0.3% | 86 |
|
|
2015
Q3 | $7.23M | Sell |
110,554
-11,232
| -9% | -$734K | 0.33% | 84 |
|
|
2015
Q2 | $10.3M | Sell |
121,786
-4,274
| -3% | -$363K | 0.44% | 70 |
|
|
2015
Q1 | $10.1M | Sell |
126,060
-43,399
| -26% | -$3.47M | 0.43% | 69 |
|
|
2014
Q4 | $15.5M | Sell |
169,459
-11,045
| -6% | -$1.01M | 0.67% | 46 |
|
|
2014
Q3 | $17.9M | Sell |
180,504
-1,680
| -0.9% | -$166K | 0.79% | 40 |
|
|
2014
Q2 | $19.8M | Sell |
182,184
-4,072
| -2% | -$443K | 0.87% | 32 |
|
|
2014
Q1 | $18.1M | Sell |
186,256
-4,157
| -2% | -$403K | 0.84% | 34 |
|
|
2013
Q4 | $17.3M | Sell |
190,413
-6,949
| -4% | -$631K | 0.81% | 36 |
|
|
2013
Q3 | $16.5M | Sell |
197,362
-3,063
| -2% | -$255K | 0.85% | 33 |
|
|
2013
Q2 | $16.5M | Buy |
+200,425
| New | +$16.5M | 0.9% | 28 |
|