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Gunn & Company Investment Management’s Caterpillar CAT Stock Holding History

Gunn & Company Investment Management’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		$223K Sell
570
-897
-61% -$351K 0.15% 61
2024
Q2 		$489K Buy
1,467
+897
+157% +$299K 0.03% 91
2024
Q1 		$209K Sell
570
-827
-59% -$303K 0.16% 58
2023
Q4 		$413K Buy
+1,397
New +$413K 0.03% 84