GLLW
Graves Light Lenhart Wealth’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $478K | Buy |
1,233
+1
| +0.1% | +$388 | 0.06% | 116 |
|
|
2025
Q1 | $406K | Buy |
1,232
+2
| +0.2% | +$659 | 0.05% | 121 |
|
|
2024
Q4 | $446K | Buy |
1,230
+1
| +0.1% | +$363 | 0.06% | 122 |
|
|
2024
Q3 | $481K | Sell |
1,229
-29
| -2% | -$11.3K | 0.06% | 113 |
|
|
2024
Q2 | $414K | Buy |
1,258
+12
| +1% | +$3.95K | 0.05% | 118 |
|
|
2024
Q1 | $457K | Sell |
1,246
-86
| -6% | -$31.5K | 0.05% | 113 |
|
|
2023
Q4 | $394K | Buy |
1,332
+1
| +0.1% | +$296 | 0.05% | 121 |
|
|
2023
Q3 | $354K | Buy |
1,331
+1
| +0.1% | +$266 | 0.05% | 123 |
|
|
2023
Q2 | $327K | Buy |
1,330
+60
| +5% | +$14.8K | 0.04% | 136 |
|
|
2023
Q1 | $291K | Buy |
1,270
+2
| +0.2% | +$458 | 0.05% | 134 |
|
|
2022
Q4 | $304K | Buy |
1,268
+1
| +0.1% | +$240 | 0.05% | 133 |
|
|
2022
Q3 | $208K | Buy |
1,267
+1
| +0.1% | +$164 | 0.03% | 157 |
|
|
2022
Q2 | $226K | Buy |
1,266
+1
| +0.1% | +$179 | 0.03% | 158 |
|
|
2022
Q1 | $282K | Sell |
1,265
-76
| -6% | -$16.9K | 0.04% | 152 |
|
|
2021
Q4 | $277K | Buy |
1,341
+1
| +0.1% | +$207 | 0.04% | 162 |
|
|
2021
Q3 | $257K | Buy |
1,340
+56
| +4% | +$10.7K | 0.04% | 156 |
|
|
2021
Q2 | $279K | Sell |
1,284
-17
| -1% | -$3.69K | 0.04% | 148 |
|
|
2021
Q1 | $302K | Buy |
1,301
+1
| +0.1% | +$232 | 0.05% | 140 |
|
|
2020
Q4 | $237K | Buy |
+1,300
| New | +$237K | 0.04% | 155 |
|