GYL Financial Synergies’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.99M | Buy |
5,078
+97
| +2% | +$37.9K | 0.15% | 130 |
|
|
2024
Q2 | $1.66M | Sell |
4,981
-503
| -9% | -$168K | 0.13% | 142 |
|
|
2024
Q1 | $2.01M | Buy |
5,484
+189
| +4% | +$69.3K | 0.16% | 123 |
|
|
2023
Q4 | $1.57M | Buy |
5,295
+173
| +3% | +$51.1K | 0.13% | 145 |
|
|
2023
Q3 | $1.4M | Buy |
5,122
+24
| +0.5% | +$6.55K | 0.14% | 142 |
|
|
2023
Q2 | $1.25M | Buy |
5,098
+2,594
| +104% | +$638K | 0.11% | 158 |
|
|
2023
Q1 | $573K | Buy |
2,504
+380
| +18% | +$87K | 0.07% | 176 |
|
|
2022
Q4 | $509K | Buy |
2,124
+54
| +3% | +$12.9K | 0.11% | 123 |
|
|
2022
Q3 | $340K | Buy |
2,070
+162
| +8% | +$26.6K | 0.09% | 139 |
|
|
2022
Q2 | $341K | Buy |
1,908
+219
| +13% | +$39.1K | 0.09% | 136 |
|
|
2022
Q1 | $376K | Buy |
1,689
+27
| +2% | +$6.01K | 0.09% | 136 |
|
|
2021
Q4 | $344K | Buy |
1,662
+45
| +3% | +$9.31K | 0.09% | 155 |
|
|
2021
Q3 | $310K | Buy |
1,617
+1
| +0.1% | +$192 | 0.16% | 141 |
|
|
2021
Q2 | $352K | Buy |
1,616
+200
| +14% | +$43.6K | 0.18% | 131 |
|
|
2021
Q1 | $328K | Buy |
1,416
+102
| +8% | +$23.6K | 0.18% | 134 |
|
|
2020
Q4 | $239K | Buy |
+1,314
| New | +$239K | 0.14% | 153 |
|
|
2020
Q1 | – | Sell |
-1,736
| Closed | -$256K | – | 147 |
|
|
2019
Q4 | $256K | Sell |
1,736
-577
| -25% | -$85.1K | 0.11% | 155 |
|
|
2019
Q3 | $292K | Buy |
2,313
+806
| +53% | +$102K | 0.15% | 124 |
|
|
2019
Q2 | $205K | Sell |
1,507
-151
| -9% | -$20.5K | 0.11% | 155 |
|
|
2019
Q1 | $225K | Buy |
+1,658
| New | +$225K | 0.13% | 140 |
|