GIS
Graphene Investments SAS’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,200
| Closed | -$2.97M | – | 46 |
|
|
2024
Q4 | $2.97M | Hold |
8,200
| – | – | 2.05% | 22 |
|
|
2024
Q3 | $3.21M | Sell |
8,200
-1,100
| -12% | -$430K | 2.06% | 18 |
|
|
2024
Q2 | $3.1M | Hold |
9,300
| – | – | 1.95% | 30 |
|
|
2024
Q1 | $3.41M | Sell |
9,300
-1,800
| -16% | -$660K | 2.05% | 22 |
|
|
2023
Q4 | $3.28M | Hold |
11,100
| – | – | 2.13% | 14 |
|
|
2023
Q3 | $3.03M | Sell |
11,100
-2,400
| -18% | -$655K | 2.13% | 12 |
|
|
2023
Q2 | $3.32M | Hold |
13,500
| – | – | 2.19% | 5 |
|
|
2023
Q1 | $3.09M | Hold |
13,500
| – | – | 2.07% | 17 |
|
|
2022
Q4 | $3.23M | Buy |
+13,500
| New | +$3.23M | 2.19% | 9 |
|