Granite Investment Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Buy |
5,054
+1,125
| +29% | +$437K | 0.1% | 176 |
|
|
2025
Q1 | $1.3M | Hold |
3,929
| – | – | 0.07% | 200 |
|
|
2024
Q4 | $1.43M | Hold |
3,929
| – | – | 0.06% | 199 |
|
|
2024
Q3 | $1.54M | Buy |
3,929
+53
| +1% | +$20.7K | 0.07% | 189 |
|
|
2024
Q2 | $1.29M | Hold |
3,876
| – | – | 0.05% | 197 |
|
|
2024
Q1 | $1.42M | Buy |
3,876
+1,004
| +35% | +$368K | 0.05% | 200 |
|
|
2023
Q4 | $849K | Buy |
2,872
+330
| +13% | +$97.6K | 0.03% | 218 |
|
|
2023
Q3 | $694K | Buy |
+2,542
| New | +$694K | 0.03% | 226 |
|
|
2023
Q2 | – | Sell |
-5,702
| Closed | -$1.3M | – | 261 |
|
|
2023
Q1 | $1.3M | Buy |
5,702
+2,210
| +63% | +$506K | 0.05% | 204 |
|
|
2022
Q4 | $837K | Sell |
3,492
-1,785
| -34% | -$428K | 0.03% | 227 |
|
|
2022
Q3 | $866K | Buy |
5,277
+1,777
| +51% | +$292K | 0.04% | 220 |
|
|
2022
Q2 | $626K | Buy |
+3,500
| New | +$626K | 0.03% | 229 |
|