SGK
Steigerwald Gordon & Koch’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
3,627
+23
| +0.6% | +$8.93K | 0.15% | 62 |
|
|
2025
Q1 | $1.19M | Buy |
3,604
+197
| +6% | +$65K | 0.13% | 63 |
|
|
2024
Q4 | $1.24M | Sell |
3,407
-121
| -3% | -$43.9K | 0.14% | 62 |
|
|
2024
Q3 | $1.38M | Hold |
3,528
| – | – | 0.15% | 60 |
|
|
2024
Q2 | $1.18M | Buy |
3,528
+6
| +0.2% | +$2K | 0.14% | 61 |
|
|
2024
Q1 | $1.29M | Buy |
3,522
+19
| +0.5% | +$6.96K | 0.16% | 59 |
|
|
2023
Q4 | $1.04M | Sell |
3,503
-9
| -0.3% | -$2.66K | 0.14% | 61 |
|
|
2023
Q3 | $959K | Hold |
3,512
| – | – | 0.15% | 58 |
|
|
2023
Q2 | $864K | Sell |
3,512
-126
| -3% | -$31K | 0.13% | 58 |
|
|
2023
Q1 | $833K | Buy |
3,638
+835
| +30% | +$191K | 0.12% | 59 |
|
|
2022
Q4 | $671K | Buy |
2,803
+29
| +1% | +$6.95K | 0.11% | 62 |
|
|
2022
Q3 | $455K | Hold |
2,774
| – | – | 0.08% | 75 |
|
|
2022
Q2 | $496K | Sell |
2,774
-162
| -6% | -$29K | 0.09% | 76 |
|
|
2022
Q1 | $654K | Hold |
2,936
| – | – | 0.1% | 68 |
|
|
2021
Q4 | $607K | Sell |
2,936
-40
| -1% | -$8.27K | 0.09% | 74 |
|
|
2021
Q3 | $571K | Buy |
2,976
+144
| +5% | +$27.6K | 0.09% | 74 |
|
|
2021
Q2 | $616K | Sell |
2,832
-9
| -0.3% | -$1.96K | 0.1% | 69 |
|
|
2021
Q1 | $659K | Buy |
2,841
+1
| +0% | +$232 | 0.12% | 67 |
|
|
2020
Q4 | $517K | Sell |
2,840
-11
| -0.4% | -$2K | 0.1% | 71 |
|
|
2020
Q3 | $425K | Sell |
2,851
-36
| -1% | -$5.37K | 0.1% | 72 |
|
|
2020
Q2 | $365K | Buy |
2,887
+1
| +0% | +$126 | 0.1% | 70 |
|
|
2020
Q1 | $335K | Sell |
2,886
-44
| -2% | -$5.11K | 0.11% | 68 |
|
|
2019
Q4 | $433K | Buy |
+2,930
| New | +$433K | 0.1% | 68 |
|