GYL Financial Synergies’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.99M | Buy |
|
|||||
|
2024
Q2 | $1.66M | Sell |
|
|||||
|
2024
Q1 | $2.01M | Buy |
|
|||||
|
2023
Q4 | $1.57M | Buy |
|
|||||
|
2023
Q3 | $1.4M | Buy |
|
|||||
|
2023
Q2 | $1.25M | Buy |
|
|||||
|
2023
Q1 | $573K | Buy |
|
|||||
|
2022
Q4 | $509K | Buy |
|
|||||
|
2022
Q3 | $340K | Buy |
|
|||||
|
2022
Q2 | $341K | Buy |
|
|||||
|
2022
Q1 | $376K | Buy |
|
|||||
|
2021
Q4 | $344K | Buy |
|
|||||
|
2021
Q3 | $310K | Buy |
|
|||||
|
2021
Q2 | $352K | Buy |
|
|||||
|
2021
Q1 | $328K | Buy |
|
|||||
|
2020
Q4 | $239K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $256K | Sell |
|
|||||
|
2019
Q3 | $292K | Buy |
|
|||||
|
2019
Q2 | $205K | Sell |
|
|||||
|
2019
Q1 | $225K | Buy |
|