GW&K Investment 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 | $155K | Buy |
400
+117
| +41% | +$45.3K | ﹤0.01% | 396 |
|
|
2025
Q1 | $93K | Buy |
283
+36
| +15% | +$11.8K | ﹤0.01% | 413 |
|
|
2024
Q4 | $90K | Buy |
247
+11
| +5% | +$4.01K | ﹤0.01% | 407 |
|
|
2024
Q3 | $92K | Buy |
236
+12
| +5% | +$4.68K | ﹤0.01% | 400 |
|
|
2024
Q2 | $75K | Buy |
224
+35
| +19% | +$11.7K | ﹤0.01% | 403 |
|
|
2024
Q1 | $69K | Sell |
189
-4
| -2% | -$1.46K | ﹤0.01% | 397 |
|
|
2023
Q4 | $57K | Sell |
193
-1
| -0.5% | -$295 | ﹤0.01% | 393 |
|
|
2023
Q3 | $53K | Buy |
194
+13
| +7% | +$3.55K | ﹤0.01% | 388 |
|
|
2023
Q2 | $45K | Buy |
+181
| New | +$45K | ﹤0.01% | 390 |
|
|
2022
Q3 | – | Sell |
-274
| Closed | -$49K | – | 463 |
|
|
2022
Q2 | $49K | Buy |
274
+39
| +17% | +$6.97K | ﹤0.01% | 384 |
|
|
2022
Q1 | $52K | Buy |
+235
| New | +$52K | ﹤0.01% | 377 |
|