Gryphon Financial Partners’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
2,700
+300
| +13% | +$116K | 0.14% | 102 |
|
|
2025
Q1 | $791K | Buy |
2,400
+524
| +28% | +$173K | 0.11% | 115 |
|
|
2024
Q4 | $680K | Sell |
1,876
-110
| -6% | -$39.9K | 0.1% | 120 |
|
|
2024
Q3 | $777K | Buy |
1,986
+109
| +6% | +$42.6K | 0.11% | 117 |
|
|
2024
Q2 | $625K | Buy |
1,877
+431
| +30% | +$144K | 0.09% | 135 |
|
|
2024
Q1 | $530K | Sell |
1,446
-50
| -3% | -$18.3K | 0.09% | 147 |
|
|
2023
Q4 | $420K | Buy |
1,496
+92
| +7% | +$25.8K | 0.07% | 166 |
|
|
2023
Q3 | $383K | Buy |
1,404
+24
| +2% | +$6.55K | 0.09% | 116 |
|
|
2023
Q2 | $340K | Buy |
1,380
+343
| +33% | +$84.4K | 0.07% | 135 |
|
|
2023
Q1 | $237K | Buy |
1,037
+14
| +1% | +$3.2K | 0.05% | 176 |
|
|
2022
Q4 | $245K | Buy |
+1,023
| New | +$245K | 0.06% | 168 |
|
|
2022
Q2 | – | Sell |
-1,023
| Closed | -$228K | – | 242 |
|
|
2022
Q1 | $228K | Buy |
+1,023
| New | +$228K | 0.05% | 176 |
|
|
2018
Q3 | – | Sell |
-622
| Closed | -$84K | – | 263 |
|
|
2018
Q2 | $84K | Sell |
622
-27
| -4% | -$3.65K | 0.04% | 147 |
|
|
2018
Q1 | $96K | Sell |
649
-141
| -18% | -$20.9K | 0.05% | 144 |
|
|
2017
Q4 | $124K | Buy |
+790
| New | +$124K | 0.07% | 119 |
|