Gries Financial’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $816K | Buy |
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|
2025
Q2 | $472K | Buy |
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|
2025
Q1 | $395K | Buy |
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|
2024
Q4 | $383K | Sell |
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|
2024
Q3 | $629K | Buy |
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|
2024
Q2 | $210K | Sell |
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|
2024
Q1 | $820K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $236K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $387K | Buy |
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|
2021
Q1 | $452K | Buy |
|