IGGA
Iron Gate Global Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.29M | Buy |
5,894
+1,406
| +31% | +$546K | 0.26% | 27 |
|
|
2025
Q1 | $1.48M | Buy |
4,488
+150
| +3% | +$49.5K | 0.2% | 32 |
|
|
2024
Q4 | $1.58M | Buy |
4,338
+1,000
| +30% | +$363K | 0.22% | 35 |
|
|
2024
Q3 | $1.31M | Sell |
3,338
-1,000
| -23% | -$391K | 0.2% | 35 |
|
|
2024
Q2 | $1.44M | Sell |
4,338
-12
| -0.3% | -$3.98K | 0.24% | 32 |
|
|
2024
Q1 | $1.59M | Buy |
4,350
+4
| +0.1% | +$1.46K | 0.28% | 31 |
|
|
2023
Q4 | $1.28M | Buy |
4,346
+135
| +3% | +$39.9K | 0.25% | 33 |
|
|
2023
Q3 | $1.16M | Buy |
4,211
+3
| +0.1% | +$824 | 0.26% | 32 |
|
|
2023
Q2 | $1.04M | Sell |
4,208
-250
| -6% | -$61.6K | 0.22% | 34 |
|
|
2023
Q1 | $1.02M | Hold |
4,458
| – | – | 0.25% | 35 |
|
|
2022
Q4 | $1.08M | Buy |
4,458
+264
| +6% | +$63.9K | 0.3% | 33 |
|
|
2022
Q3 | $713K | Buy |
4,194
+1
| +0% | +$170 | 0.2% | 39 |
|
|
2022
Q2 | $749K | Sell |
4,193
-1
| -0% | -$179 | 0.21% | 38 |
|
|
2022
Q1 | $929K | Sell |
4,194
-19
| -0.5% | -$4.21K | 0.21% | 37 |
|
|
2021
Q4 | $921K | Sell |
4,213
-38,000
| -90% | -$8.31M | 0.22% | 38 |
|
|
2021
Q3 | $809K | Buy |
42,213
+38,019
| +907% | +$729K | 0.22% | 39 |
|
|
2021
Q2 | $912K | Hold |
4,194
| – | – | 0.26% | 37 |
|
|
2021
Q1 | $972K | Hold |
4,194
| – | – | 0.31% | 35 |
|
|
2020
Q4 | $763K | Buy |
4,194
+1
| +0% | +$182 | 0.28% | 36 |
|
|
2020
Q3 | $623K | Buy |
4,193
+491
| +13% | +$73K | 0.26% | 42 |
|
|
2020
Q2 | $529K | Sell |
3,702
-486
| -12% | -$69.4K | 0.26% | 45 |
|
|
2020
Q1 | $482K | Sell |
4,188
-814
| -16% | -$93.7K | 0.33% | 33 |
|
|
2019
Q4 | $738K | Buy |
5,002
+2
| +0% | +$295 | 0.42% | 30 |
|
|
2019
Q3 | $632K | Buy |
5,000
+3,000
| +150% | +$379K | 0.38% | 35 |
|
|
2019
Q2 | $232K | Sell |
2,000
-2,995
| -60% | -$347K | 0.15% | 57 |
|
|
2019
Q1 | $673K | Buy |
4,995
+2
| +0% | +$269 | 0.27% | 30 |
|
|
2018
Q4 | $634K | Buy |
4,993
+2
| +0% | +$254 | 0.47% | 28 |
|
|
2018
Q3 | $761K | Sell |
4,991
-103
| -2% | -$15.7K | 0.5% | 27 |
|
|
2018
Q2 | $691K | Buy |
5,094
+2
| +0% | +$271 | 0.51% | 25 |
|
|
2018
Q1 | $750K | Buy |
5,092
+11
| +0.2% | +$1.62K | 0.57% | 26 |
|
|
2017
Q4 | $800K | Hold |
5,081
| – | – | 0.68% | 26 |
|
|
2017
Q3 | $634K | Buy |
5,081
+2,969
| +141% | +$370K | 0.59% | 28 |
|
|
2017
Q2 | $227K | Buy |
+2,112
| New | +$227K | 0.25% | 38 |
|