Great Lakes Retirement’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.71M | Buy |
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|
2025
Q1 | $2.21M | Buy |
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|
2024
Q4 | $2.31M | Buy |
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|
2024
Q3 | $2.44M | Buy |
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|
2024
Q2 | $1.85M | Buy |
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|
2024
Q1 | $1.86M | Buy |
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|
2023
Q4 | $1.45M | Buy |
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|
2023
Q3 | $1.26M | Buy |
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|
2023
Q2 | $984K | Buy |
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|
2023
Q1 | $880K | Buy |
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|
2022
Q4 | $857K | Buy |
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|
2020
Q1 | $456K | Sell |
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|
2019
Q4 | $684K | Buy |
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