GCA
Gradient Capital Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $440K | Sell |
1,133
-130
| -10% | -$50.4K | 0.13% | 106 |
|
|
2025
Q1 | $417K | Sell |
1,263
-42
| -3% | -$13.9K | 0.14% | 103 |
|
|
2024
Q4 | $474K | Sell |
1,305
-18
| -1% | -$6.53K | 0.15% | 94 |
|
|
2024
Q3 | $518K | Sell |
1,323
-52
| -4% | -$20.3K | 0.17% | 90 |
|
|
2024
Q2 | $458K | Sell |
1,375
-108
| -7% | -$36K | 0.16% | 95 |
|
|
2024
Q1 | $543K | Sell |
1,483
-146
| -9% | -$53.5K | 0.2% | 87 |
|
|
2023
Q4 | $482K | Sell |
1,629
-86
| -5% | -$25.4K | 0.18% | 91 |
|
|
2023
Q3 | $468K | Sell |
1,715
-59
| -3% | -$16.1K | 0.2% | 86 |
|
|
2023
Q2 | $436K | Buy |
1,774
+18
| +1% | +$4.43K | 0.18% | 91 |
|
|
2023
Q1 | $402K | Buy |
1,756
+1
| +0.1% | +$229 | 0.17% | 93 |
|
|
2022
Q4 | $420K | Hold |
1,755
| – | – | 0.19% | 84 |
|
|
2022
Q3 | $288K | Sell |
1,755
-217
| -11% | -$35.6K | 0.14% | 102 |
|
|
2022
Q2 | $352K | Buy |
1,972
+1
| +0.1% | +$178 | 0.17% | 90 |
|
|
2022
Q1 | $439K | Buy |
1,971
+559
| +40% | +$125K | 0.19% | 87 |
|
|
2021
Q4 | $292K | Hold |
1,412
| – | – | 0.12% | 101 |
|
|
2021
Q3 | $271K | Buy |
1,412
+60
| +4% | +$11.5K | 0.12% | 98 |
|
|
2021
Q2 | $294K | Buy |
1,352
+105
| +8% | +$22.8K | 0.14% | 97 |
|
|
2021
Q1 | $289K | Buy |
1,247
+47
| +4% | +$10.9K | 0.15% | 94 |
|
|
2020
Q4 | $218K | Buy |
+1,200
| New | +$218K | 0.12% | 98 |
|