GMFG
Greater Midwest Financial Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,262
| Closed | -$2.07M | – | 58 |
|
|
2025
Q1 | $2.07M | Buy |
6,262
+327
| +6% | +$108K | 1.44% | 20 |
|
|
2024
Q4 | $2.15M | Buy |
5,935
+515
| +10% | +$187K | 1.36% | 20 |
|
|
2024
Q3 | $2.12M | Buy |
5,420
+122
| +2% | +$47.7K | 1.24% | 22 |
|
|
2024
Q2 | $1.79M | Sell |
5,298
-2,745
| -34% | -$927K | 1.13% | 22 |
|
|
2024
Q1 | $2.95M | Sell |
8,043
-175
| -2% | -$64.1K | 1.85% | 13 |
|
|
2023
Q4 | $2.43M | Buy |
+8,218
| New | +$2.43M | 1.65% | 13 |
|