GSB Wealth Management’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $832K | Buy |
2,143
+26
| +1% | +$10.1K | 0.2% | 111 |
|
|
2025
Q1 | $698K | Buy |
2,117
+51
| +2% | +$16.8K | 0.18% | 116 |
|
|
2024
Q4 | $750K | Hold |
2,066
| – | – | 0.19% | 116 |
|
|
2024
Q3 | $808K | Buy |
2,066
+1
| +0% | +$391 | 0.21% | 112 |
|
|
2024
Q2 | $688K | Buy |
2,065
+1
| +0% | +$333 | 0.19% | 116 |
|
|
2024
Q1 | $756K | Buy |
2,064
+1
| +0% | +$366 | 0.21% | 117 |
|
|
2023
Q4 | $610K | Buy |
2,063
+1
| +0% | +$296 | 0.19% | 124 |
|
|
2023
Q3 | $563K | Buy |
2,062
+16
| +0.8% | +$4.37K | 0.19% | 123 |
|
|
2023
Q2 | $503K | Buy |
2,046
+1,002
| +96% | +$246K | 0.16% | 131 |
|
|
2023
Q1 | $239K | Sell |
1,044
-124
| -11% | -$28.4K | 0.08% | 188 |
|
|
2022
Q4 | $280K | Buy |
+1,168
| New | +$280K | 0.1% | 165 |
|
|
2022
Q3 | – | Sell |
-1,165
| Closed | -$208K | – | 195 |
|
|
2022
Q2 | $208K | Buy |
1,165
+1
| +0.1% | +$179 | 0.07% | 200 |
|
|
2022
Q1 | $259K | Sell |
1,164
-249
| -18% | -$55.4K | 0.08% | 196 |
|
|
2021
Q4 | $292K | Buy |
+1,413
| New | +$292K | 0.08% | 189 |
|
|
2021
Q3 | – | Sell |
-1,810
| Closed | -$394K | – | 163 |
|
|
2021
Q2 | $394K | Sell |
1,810
-100
| -5% | -$21.8K | 0.12% | 168 |
|
|
2021
Q1 | $443K | Buy |
+1,910
| New | +$443K | 0.15% | 148 |
|
|
2018
Q4 | – | Sell |
-2,000
| Closed | -$305K | – | 51 |
|
|
2018
Q3 | $305K | Buy |
+2,000
| New | +$305K | 1.26% | 33 |
|