Gray Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.1M | Sell |
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|
2024
Q3 | $1.21M | Hold |
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|
2024
Q2 | $1.03M | Buy |
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|
2024
Q1 | $1.13M | Sell |
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|
2023
Q4 | $927K | Buy |
|
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|
2023
Q3 | $838K | Sell |
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|
2023
Q2 | $762K | Sell |
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|
2023
Q1 | $721K | Buy |
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|
2022
Q4 | $739K | Sell |
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|
2022
Q3 | $515K | Hold |
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|
2022
Q2 | $561K | Hold |
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|
2022
Q1 | $699K | Buy |
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|
2021
Q4 | $595K | Buy |
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|
2021
Q3 | $534K | Sell |
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|
2021
Q2 | $610K | Buy |
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|
2021
Q1 | $591K | Buy |
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|
2020
Q4 | $421K | Buy |
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|
2020
Q3 | $336K | Sell |
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|
2020
Q2 | $304K | Buy |
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|
2020
Q1 | $265K | Buy |
|