GAM
Gould Asset Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $631K | Sell |
1,625
-30
| -2% | -$11.6K | 0.12% | 89 |
|
|
2025
Q1 | $546K | Hold |
1,655
| – | – | 0.11% | 93 |
|
|
2024
Q4 | $600K | Buy |
1,655
+165
| +11% | +$59.9K | 0.13% | 88 |
|
|
2024
Q3 | $583K | Hold |
1,490
| – | – | 0.12% | 88 |
|
|
2024
Q2 | $496K | Hold |
1,490
| – | – | 0.11% | 91 |
|
|
2024
Q1 | $546K | Hold |
1,490
| – | – | 0.13% | 89 |
|
|
2023
Q4 | $441K | Buy |
1,490
+260
| +21% | +$76.9K | 0.11% | 93 |
|
|
2023
Q3 | $336K | Hold |
1,230
| – | – | 0.09% | 104 |
|
|
2023
Q2 | $303K | Hold |
1,230
| – | – | 0.08% | 115 |
|
|
2023
Q1 | $281K | Hold |
1,230
| – | – | 0.08% | 116 |
|
|
2022
Q4 | $295K | Sell |
1,230
-395
| -24% | -$94.6K | 0.09% | 116 |
|
|
2022
Q3 | $267K | Sell |
1,625
-5
| -0.3% | -$822 | 0.09% | 99 |
|
|
2022
Q2 | $291K | Sell |
1,630
-10
| -0.6% | -$1.79K | 0.09% | 103 |
|
|
2022
Q1 | $365K | Buy |
1,640
+200
| +14% | +$44.5K | 0.1% | 90 |
|
|
2021
Q4 | $298K | Buy |
1,440
+235
| +20% | +$48.6K | 0.08% | 111 |
|
|
2021
Q3 | $231K | Sell |
1,205
-475
| -28% | -$91.1K | 0.07% | 117 |
|
|
2021
Q2 | $366K | Sell |
1,680
-320
| -16% | -$69.7K | 0.1% | 102 |
|
|
2021
Q1 | $464K | Buy |
2,000
+470
| +31% | +$109K | 0.14% | 80 |
|
|
2020
Q4 | $278K | Buy |
+1,530
| New | +$278K | 0.08% | 111 |
|
|
2020
Q3 | – | Sell |
-2,160
| Closed | -$273K | – | 136 |
|
|
2020
Q2 | $273K | Buy |
+2,160
| New | +$273K | 0.1% | 99 |
|
|
2020
Q1 | – | Sell |
-1,660
| Closed | -$245K | – | 129 |
|
|
2019
Q4 | $245K | Sell |
1,660
-949
| -36% | -$140K | 0.08% | 124 |
|
|
2019
Q3 | $330K | Buy |
2,609
+260
| +11% | +$32.9K | 0.12% | 100 |
|
|
2019
Q2 | $320K | Buy |
2,349
+300
| +15% | +$40.9K | 0.12% | 98 |
|
|
2019
Q1 | $278K | Buy |
+2,049
| New | +$278K | 0.1% | 109 |
|
|
2016
Q3 | – | Sell |
-2,635
| Closed | -$200K | – | 107 |
|
|
2016
Q2 | $200K | Buy |
+2,635
| New | +$200K | 0.11% | 96 |
|
|
2015
Q1 | – | Sell |
-2,450
| Closed | -$224K | – | 111 |
|
|
2014
Q4 | $224K | Buy |
+2,450
| New | +$224K | 0.11% | 97 |
|