Greater Midwest Financial Group’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
Sell
2025
Q1
$2.07M Buy
2024
Q4
$2.15M Buy
2024
Q3
$2.12M Buy
2024
Q2
$1.79M Sell
2024
Q1
$2.95M Sell
2023
Q4
$2.43M Buy