GTS Securities’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,321
| Closed | -$765K | – | 1265 |
|
|
2025
Q1 | $765K | Buy |
2,321
+557
| +32% | +$184K | 0.03% | 496 |
|
|
2024
Q4 | $640K | Sell |
1,764
-28
| -2% | -$10.2K | 0.03% | 509 |
|
|
2024
Q3 | $701K | Buy |
1,792
+695
| +63% | +$272K | ﹤0.01% | 855 |
|
|
2024
Q2 | $365K | Sell |
1,097
-674
| -38% | -$225K | ﹤0.01% | 1108 |
|
|
2024
Q1 | $649K | Sell |
1,771
-3,290
| -65% | -$1.21M | ﹤0.01% | 696 |
|
|
2023
Q4 | $1.5M | Buy |
5,061
+4,252
| +526% | +$1.26M | ﹤0.01% | 472 |
|
|
2023
Q3 | $221K | Sell |
809
-1,730
| -68% | -$472K | ﹤0.01% | 1135 |
|
|
2023
Q2 | $625K | Buy |
+2,539
| New | +$625K | 0.02% | 577 |
|