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Gateway Advisory, LLC

SEC CIK
0001512404
Latest filing
Nov 14, 2024

CAT holding history

Caterpillar Inc in every 13F filed by Gateway Advisory, 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 Q3 2024 holdings

Shares (Q3 2024)
17,363
Value
$6.79M
% of portfolio
1.1%
Quarters held
12
Since Q2 2021
Holdings of CAT by Gateway Advisory, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202417,363$6.79M1.1%−462−2.6%ReducedHolders
Q2 202417,825$5.94M1.0%+233+1.3%AddedHolders
Q1 202417,592$6.45M1.1%−70−0.4%ReducedHolders
Q4 202317,662$5.22M1.0%−583−3.2%ReducedHolders
Q3 202318,245$4.98M1.0%+429+2.4%AddedHolders
Q2 202317,816$4.38M0.9%+318+1.8%AddedHolders
Q1 202317,498$4.00M0.9%+17,498NewHolders
Q4 20220$00.0%−22,257−100.0%Sold outHolders
Q3 202222,257$3.65M0.9%+3,116+16.3%AddedHolders
Q2 202219,141$3.42M1.5%−12−0.1%ReducedHolders
Q1 202219,153$4.27M1.2%+19,153NewHolders
Q4 20210$00.0%−18,518−100.0%Sold outHolders
Q3 202118,518$3.56M0.7%+307+1.7%AddedHolders
Q2 202118,211$3.96M0.8%+18,211NewHolders