Gray Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.1M | Sell |
3,024
-57
| -2% | -$20.7K | 0.42% | 46 |
|
|
2024
Q3 | $1.21M | Hold |
3,081
| – | – | 0.48% | 44 |
|
|
2024
Q2 | $1.03M | Buy |
3,081
+1
| +0% | +$333 | 0.44% | 43 |
|
|
2024
Q1 | $1.13M | Sell |
3,080
-56
| -2% | -$20.5K | 0.5% | 41 |
|
|
2023
Q4 | $927K | Buy |
3,136
+65
| +2% | +$19.2K | 0.45% | 42 |
|
|
2023
Q3 | $838K | Sell |
3,071
-27
| -0.9% | -$7.37K | 0.43% | 49 |
|
|
2023
Q2 | $762K | Sell |
3,098
-54
| -2% | -$13.3K | 0.38% | 54 |
|
|
2023
Q1 | $721K | Buy |
3,152
+68
| +2% | +$15.6K | 0.39% | 54 |
|
|
2022
Q4 | $739K | Sell |
3,084
-53
| -2% | -$12.7K | 0.43% | 46 |
|
|
2022
Q3 | $515K | Hold |
3,137
| – | – | 0.33% | 59 |
|
|
2022
Q2 | $561K | Hold |
3,137
| – | – | 0.34% | 61 |
|
|
2022
Q1 | $699K | Buy |
3,137
+261
| +9% | +$58.2K | 0.36% | 53 |
|
|
2021
Q4 | $595K | Buy |
2,876
+97
| +3% | +$20.1K | 0.3% | 58 |
|
|
2021
Q3 | $534K | Sell |
2,779
-24
| -0.9% | -$4.61K | 0.3% | 57 |
|
|
2021
Q2 | $610K | Buy |
2,803
+252
| +10% | +$54.8K | 0.35% | 50 |
|
|
2021
Q1 | $591K | Buy |
2,551
+233
| +10% | +$54K | 0.37% | 50 |
|
|
2020
Q4 | $421K | Buy |
2,318
+67
| +3% | +$12.2K | 0.29% | 60 |
|
|
2020
Q3 | $336K | Sell |
2,251
-118
| -5% | -$17.6K | 0.26% | 66 |
|
|
2020
Q2 | $304K | Buy |
2,369
+80
| +3% | +$10.3K | 0.26% | 68 |
|
|
2020
Q1 | $265K | Buy |
+2,289
| New | +$265K | 0.29% | 68 |
|