1WM
1900 Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.37M | Buy |
3,527
+1
| +0% | +$388 | 0.1% | 79 |
|
|
2025
Q1 | $1.16M | Buy |
3,526
+15
| +0.4% | +$4.95K | 0.1% | 88 |
|
|
2024
Q4 | $1.27M | Buy |
3,511
+2
| +0.1% | +$726 | 0.11% | 82 |
|
|
2024
Q3 | $1.37M | Buy |
3,509
+1
| +0% | +$391 | 0.12% | 78 |
|
|
2024
Q2 | $1.17M | Buy |
3,508
+2
| +0.1% | +$666 | 0.11% | 88 |
|
|
2024
Q1 | $1.28M | Sell |
3,506
-189
| -5% | -$69.3K | 0.12% | 93 |
|
|
2023
Q4 | $1.09M | Sell |
3,695
-410
| -10% | -$121K | 0.1% | 132 |
|
|
2023
Q3 | $1.12M | Hold |
4,105
| – | – | 0.11% | 125 |
|
|
2023
Q2 | $1.01M | Hold |
4,105
| – | – | 0.1% | 120 |
|
|
2023
Q1 | $977K | Buy |
4,105
+625
| +18% | +$149K | 0.1% | 119 |
|
|
2022
Q4 | $834K | Hold |
3,480
| – | – | 0.09% | 129 |
|
|
2022
Q3 | $571K | Hold |
3,480
| – | – | 0.07% | 145 |
|
|
2022
Q2 | $622K | Sell |
3,480
-225
| -6% | -$40.2K | 0.07% | 139 |
|
|
2022
Q1 | $826K | Hold |
3,705
| – | – | 0.08% | 131 |
|
|
2021
Q4 | $766K | Sell |
3,705
-1
| -0% | -$207 | 0.07% | 145 |
|
|
2021
Q3 | $711K | Hold |
3,706
| – | – | 0.07% | 146 |
|
|
2021
Q2 | $807K | Buy |
3,706
+160
| +5% | +$34.8K | 0.08% | 126 |
|
|
2021
Q1 | $822 | Buy |
3,546
+133
| +4% | +$31 | 0.06% | 105 |
|
|
2020
Q4 | $621K | Buy |
+3,413
| New | +$621K | 0.07% | 100 |
|