MIG
McGuire Investment Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.13M | Buy |
23,521
+424
| +2% | +$165K | 1.17% | 30 |
|
|
2025
Q1 | $7.62M | Buy |
23,097
+137
| +0.6% | +$45.2K | 1.13% | 35 |
|
|
2024
Q4 | $8.33M | Buy |
22,960
+128
| +0.6% | +$46.4K | 1.2% | 33 |
|
|
2024
Q3 | $8.93M | Sell |
22,832
-90
| -0.4% | -$35.2K | 1.26% | 31 |
|
|
2024
Q2 | $7.64M | Buy |
22,922
+447
| +2% | +$149K | 1.09% | 33 |
|
|
2024
Q1 | $8.24M | Buy |
22,475
+266
| +1% | +$97.5K | 1.2% | 33 |
|
|
2023
Q4 | $6.57M | Buy |
22,209
+222
| +1% | +$65.6K | 1.1% | 32 |
|
|
2023
Q3 | $6M | Buy |
21,987
+4,942
| +29% | +$1.35M | 1.16% | 33 |
|
|
2023
Q2 | $4.19M | Buy |
17,045
+4,038
| +31% | +$994K | 0.78% | 38 |
|
|
2023
Q1 | $2.98M | Buy |
13,007
+1,945
| +18% | +$445K | 0.59% | 43 |
|
|
2022
Q4 | $2.65M | Buy |
11,062
+314
| +3% | +$75.2K | 0.57% | 45 |
|
|
2022
Q3 | $1.76M | Buy |
10,748
+1,052
| +11% | +$173K | 0.4% | 54 |
|
|
2022
Q2 | $1.73M | Buy |
9,696
+31
| +0.3% | +$5.54K | 0.37% | 54 |
|
|
2022
Q1 | $2.15M | Buy |
+9,665
| New | +$2.15M | 0.4% | 47 |
|