GFG
Goldstone Financial Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Buy |
3,430
+857
| +33% | +$341K | 0.18% | 77 |
|
|
2025
Q1 | $848K | Buy |
2,573
+531
| +26% | +$175K | 0.13% | 101 |
|
|
2024
Q4 | $741K | Buy |
2,042
+460
| +29% | +$167K | 0.12% | 103 |
|
|
2024
Q3 | $619K | Buy |
1,582
+347
| +28% | +$136K | 0.11% | 102 |
|
|
2024
Q2 | $411K | Sell |
1,235
-109
| -8% | -$36.3K | 0.08% | 120 |
|
|
2024
Q1 | $492K | Buy |
1,344
+30
| +2% | +$11K | 0.11% | 103 |
|
|
2023
Q4 | $388K | Buy |
1,314
+347
| +36% | +$103K | 0.1% | 107 |
|
|
2023
Q3 | $264K | Sell |
967
-83
| -8% | -$22.7K | 0.08% | 124 |
|
|
2023
Q2 | $258K | Buy |
1,050
+101
| +11% | +$24.9K | 0.08% | 141 |
|
|
2023
Q1 | $217K | Buy |
+949
| New | +$217K | 0.07% | 139 |
|