GSB Wealth Management’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 | $1.01M | Sell |
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|
2025
Q2 | $832K | Buy |
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|
2025
Q1 | $698K | Buy |
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|
2024
Q4 | $750K | Hold |
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|
2024
Q3 | $808K | Buy |
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|
2024
Q2 | $688K | Buy |
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|
2024
Q1 | $756K | Buy |
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|
2023
Q4 | $610K | Buy |
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|
2023
Q3 | $563K | Buy |
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|
2023
Q2 | $503K | Buy |
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|
2023
Q1 | $239K | Sell |
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|
2022
Q4 | $280K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $208K | Buy |
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|
2022
Q1 | $259K | Sell |
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|
2021
Q4 | $292K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $394K | Sell |
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|
2021
Q1 | $443K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $305K | Buy |
|