Geller Advisors LLC
- SEC CIK
- 0001354739
- Latest filing
- Feb 14, 2025
CAT holding history
Caterpillar Inc in every 13F filed by Geller Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CAT overviewAll 13F holders of CATFull Q4 2024 holdings
- Shares (Q4 2024)
- 1,850
- Value
- $671.1K
- % of portfolio
- <0.1%
- Quarters held
- 9
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 1,850 | $671.1K | <0.1% | −1,194−39.2% | Reduced | Holders |
| Q3 2024 | 3,044 | $1.19M | 0.1% | −3−0.1% | Reduced | Holders |
| Q2 2024 | 3,047 | $1.01M | 0.1% | +41+1.4% | Added | Holders |
| Q1 2024 | 3,006 | $1.10M | 0.1% | −32−1.1% | Reduced | Holders |
| Q4 2023 | 3,038 | $898.2K | 0.1% | −25−0.8% | Reduced | Holders |
| Q3 2023 | 3,063 | $836.2K | 0.1% | +17+0.6% | Added | Holders |
| Q2 2023 | 3,046 | $749.5K | 0.1% | +1,027+50.9% | Added | Holders |
| Q1 2023 | 2,019 | $462.0K | 0.1% | +351+21.0% | Added | Holders |
| Q4 2022 | 1,668 | $399.6K | 0.1% | +1,668 | New | Holders |