GPS Wealth Strategies Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71M | Buy |
4,412
+101
| +2% | +$39.2K | 0.2% | 77 |
|
|
2025
Q1 | $1.42M | Sell |
4,311
-420
| -9% | -$139K | 0.19% | 83 |
|
|
2024
Q4 | $1.72M | Sell |
4,731
-504
| -10% | -$183K | 0.22% | 73 |
|
|
2024
Q3 | $2.05M | Sell |
5,235
-72
| -1% | -$28.2K | 0.27% | 71 |
|
|
2024
Q2 | $1.77M | Buy |
5,307
+190
| +4% | +$63.3K | 0.27% | 68 |
|
|
2024
Q1 | $1.88M | Buy |
5,117
+195
| +4% | +$71.5K | 0.3% | 64 |
|
|
2023
Q4 | $1.46M | Buy |
4,922
+100
| +2% | +$29.6K | 0.27% | 73 |
|
|
2023
Q3 | $1.32M | Buy |
4,822
+323
| +7% | +$88.2K | 0.25% | 75 |
|
|
2023
Q2 | $1.11M | Buy |
4,499
+407
| +10% | +$100K | 0.21% | 85 |
|
|
2023
Q1 | $936K | Buy |
+4,092
| New | +$936K | 0.19% | 99 |
|
|
2022
Q4 | – | Sell |
-3,670
| Closed | -$602K | – | 256 |
|
|
2022
Q3 | $602K | Buy |
3,670
+182
| +5% | +$29.9K | 0.15% | 106 |
|
|
2022
Q2 | $624K | Sell |
3,488
-246
| -7% | -$44K | 0.16% | 109 |
|
|
2022
Q1 | $832K | Sell |
3,734
-220
| -6% | -$49K | 0.19% | 72 |
|
|
2021
Q4 | $817K | Buy |
3,954
+262
| +7% | +$54.1K | 0.18% | 80 |
|
|
2021
Q3 | $709K | Buy |
3,692
+109
| +3% | +$20.9K | 0.18% | 87 |
|
|
2021
Q2 | $780K | Buy |
3,583
+264
| +8% | +$57.5K | 0.2% | 77 |
|
|
2021
Q1 | $769K | Buy |
3,319
+277
| +9% | +$64.2K | 0.23% | 70 |
|
|
2020
Q4 | $554K | Sell |
3,042
-371
| -11% | -$67.6K | 0.19% | 76 |
|
|
2020
Q3 | $509K | Buy |
+3,413
| New | +$509K | 0.21% | 78 |
|