GIS
Grayhawk Investment Strategies’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $20.1K | Hold |
61
| – | – | 0.05% | 70 |
|
|
2024
Q4 | $22.1K | Hold |
61
| – | – | 0.04% | 68 |
|
|
2024
Q3 | $23.9K | Hold |
61
| – | – | 0.04% | 50 |
|
|
2024
Q2 | $20.3K | Hold |
61
| – | – | 0.09% | 76 |
|
|
2024
Q1 | $22.4K | Hold |
61
| – | – | 0.02% | 105 |
|
|
2023
Q4 | $18K | Hold |
61
| – | – | 0.01% | 190 |
|
|
2023
Q3 | $16.7K | Hold |
61
| – | – | 0.01% | 95 |
|
|
2023
Q2 | $15K | Hold |
61
| – | – | 0.01% | 102 |
|
|
2023
Q1 | $19K | Buy |
+61
| New | +$19K | 0.01% | 99 |
|
|
2022
Q4 | – | Sell |
-61
| Closed | -$14K | – | 139 |
|
|
2022
Q3 | $14K | Hold |
61
| – | – | 0.01% | 107 |
|
|
2022
Q2 | $14K | Buy |
+61
| New | +$14K | 0.01% | 108 |
|