Gries Financial’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $472K | Buy |
1,217
+18
| +2% | +$6.99K | 0.09% | 176 |
|
|
2025
Q1 | $395K | Buy |
1,199
+143
| +14% | +$47.2K | 0.08% | 182 |
|
|
2024
Q4 | $383K | Sell |
1,056
-552
| -34% | -$200K | 0.07% | 183 |
|
|
2024
Q3 | $629K | Buy |
1,608
+978
| +155% | +$383K | 0.12% | 149 |
|
|
2024
Q2 | $210K | Sell |
630
-1,608
| -72% | -$536K | 0.04% | 229 |
|
|
2024
Q1 | $820K | Buy |
+2,238
| New | +$820K | 0.14% | 133 |
|
|
2023
Q1 | – | Sell |
-984
| Closed | -$236K | – | 169 |
|
|
2022
Q4 | $236K | Buy |
+984
| New | +$236K | 0.08% | 141 |
|
|
2021
Q3 | – | Sell |
-1,890
| Closed | -$387K | – | 164 |
|
|
2021
Q2 | $387K | Buy |
1,890
+6
| +0.3% | +$1.23K | 0.12% | 118 |
|
|
2021
Q1 | $452K | Buy |
+1,884
| New | +$452K | 0.14% | 113 |
|