GAA
Guardian Asset Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $751K | Sell |
1,934
-6
| -0.3% | -$2.33K | 0.43% | 47 |
|
|
2025
Q1 | $640K | Buy |
1,940
+31
| +2% | +$10.2K | 0.42% | 46 |
|
|
2024
Q4 | $692K | Hold |
1,909
| – | – | 0.44% | 44 |
|
|
2024
Q3 | $747K | Sell |
1,909
-8
| -0.4% | -$3.13K | 0.51% | 41 |
|
|
2024
Q2 | $638K | Sell |
1,917
-39
| -2% | -$13K | 0.47% | 40 |
|
|
2024
Q1 | $717K | Buy |
1,956
+1
| +0.1% | +$366 | 0.59% | 35 |
|
|
2023
Q4 | $578K | Buy |
+1,955
| New | +$578K | 0.54% | 39 |
|