Accel Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $517K | Buy |
1,331
+191
| +17% | +$74.1K | 0.17% | 133 |
|
|
2025
Q1 | $376K | Buy |
1,140
+119
| +12% | +$39.2K | 0.14% | 155 |
|
|
2024
Q4 | $371K | Sell |
1,021
-46
| -4% | -$16.7K | 0.14% | 157 |
|
|
2024
Q3 | $417K | Sell |
1,067
-40
| -4% | -$15.6K | 0.16% | 145 |
|
|
2024
Q2 | $369K | Buy |
1,107
+112
| +11% | +$37.3K | 0.15% | 145 |
|
|
2024
Q1 | $365K | Buy |
995
+72
| +8% | +$26.4K | 0.15% | 137 |
|
|
2023
Q4 | $273K | Buy |
923
+42
| +5% | +$12.4K | 0.14% | 150 |
|
|
2023
Q3 | $240K | Sell |
881
-6
| -0.7% | -$1.64K | 0.13% | 145 |
|
|
2023
Q2 | $218K | Buy |
887
+295
| +50% | +$72.6K | 0.12% | 153 |
|
|
2023
Q1 | $135K | Sell |
592
-147
| -20% | -$33.6K | 0.06% | 274 |
|
|
2022
Q4 | $177K | Buy |
739
+200
| +37% | +$47.9K | 0.08% | 169 |
|
|
2022
Q3 | $97K | Sell |
539
-198
| -27% | -$35.6K | 0.05% | 256 |
|
|
2022
Q2 | $128K | Buy |
737
+3
| +0.4% | +$521 | 0.07% | 202 |
|
|
2022
Q1 | $161K | Buy |
734
+2
| +0.3% | +$439 | 0.08% | 185 |
|
|
2021
Q4 | $151K | Buy |
732
+16
| +2% | +$3.3K | 0.07% | 197 |
|
|
2021
Q3 | $138K | Sell |
716
-11
| -2% | -$2.12K | 0.09% | 177 |
|
|
2021
Q2 | $158K | Sell |
727
-98
| -12% | -$21.3K | 0.1% | 179 |
|
|
2021
Q1 | $191K | Buy |
825
+16
| +2% | +$3.7K | 0.15% | 137 |
|
|
2020
Q4 | $147K | Buy |
+809
| New | +$147K | 0.14% | 154 |
|