Gryphon Financial Partners’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 | $1.34M | Buy |
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|
2025
Q2 | $1.05M | Buy |
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|
2025
Q1 | $791K | Buy |
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|
2024
Q4 | $680K | Sell |
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|
2024
Q3 | $777K | Buy |
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|
2024
Q2 | $625K | Buy |
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|
2024
Q1 | $530K | Sell |
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|
2023
Q4 | $420K | Buy |
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|
2023
Q3 | $383K | Buy |
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|
2023
Q2 | $340K | Buy |
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|
2023
Q1 | $237K | Buy |
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|
2022
Q4 | $245K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $228K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $84K | Sell |
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|
2018
Q1 | $96K | Sell |
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|
2017
Q4 | $124K | Buy |
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