Great Lakes Retirement’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.71M | Buy |
6,984
+291
| +4% | +$113K | 0.32% | 69 |
|
|
2025
Q1 | $2.21M | Buy |
6,693
+330
| +5% | +$109K | 0.29% | 84 |
|
|
2024
Q4 | $2.31M | Buy |
6,363
+116
| +2% | +$42.1K | 0.3% | 79 |
|
|
2024
Q3 | $2.44M | Buy |
6,247
+690
| +12% | +$270K | 0.31% | 74 |
|
|
2024
Q2 | $1.85M | Buy |
5,557
+473
| +9% | +$158K | 0.25% | 83 |
|
|
2024
Q1 | $1.86M | Buy |
5,084
+181
| +4% | +$66.3K | 0.28% | 76 |
|
|
2023
Q4 | $1.45M | Buy |
4,903
+298
| +6% | +$88.1K | 0.24% | 84 |
|
|
2023
Q3 | $1.26M | Buy |
4,605
+607
| +15% | +$166K | 0.23% | 93 |
|
|
2023
Q2 | $984K | Buy |
3,998
+151
| +4% | +$37.2K | 0.17% | 121 |
|
|
2023
Q1 | $880K | Buy |
3,847
+270
| +8% | +$61.8K | 0.17% | 123 |
|
|
2022
Q4 | $857K | Buy |
+3,577
| New | +$857K | 0.22% | 79 |
|
|
2020
Q1 | $456K | Sell |
3,894
-738
| -16% | -$86.4K | 0.21% | 70 |
|
|
2019
Q4 | $684K | Buy |
+4,632
| New | +$684K | 0.21% | 95 |
|