AWM
Apollon Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.58M | Sell |
24,677
-1,129
| -4% | -$438K | 0.19% | 106 |
|
|
2025
Q1 | $8.51M | Buy |
25,806
+202
| +0.8% | +$66.6K | 0.19% | 104 |
|
|
2024
Q4 | $9.29M | Buy |
25,604
+2,763
| +12% | +$1M | 0.21% | 87 |
|
|
2024
Q3 | $8.93M | Buy |
22,841
+180
| +0.8% | +$70.4K | 0.25% | 72 |
|
|
2024
Q2 | $7.55M | Buy |
22,661
+1,673
| +8% | +$557K | 0.23% | 74 |
|
|
2024
Q1 | $7.69M | Sell |
20,988
-686
| -3% | -$251K | 0.24% | 77 |
|
|
2023
Q4 | $6.41M | Buy |
21,674
+7,565
| +54% | +$2.24M | 0.22% | 86 |
|
|
2023
Q3 | $3.85M | Sell |
14,109
-1,025
| -7% | -$280K | 0.19% | 104 |
|
|
2023
Q2 | $3.72M | Buy |
15,134
+2,734
| +22% | +$673K | 0.18% | 112 |
|
|
2023
Q1 | $2.84M | Buy |
12,400
+1,966
| +19% | +$450K | 0.17% | 121 |
|
|
2022
Q4 | $2.5M | Buy |
10,434
+4,820
| +86% | +$1.15M | 0.18% | 125 |
|
|
2022
Q3 | $921K | Buy |
5,614
+147
| +3% | +$24.1K | 0.08% | 272 |
|
|
2022
Q2 | $977K | Buy |
5,467
+47
| +0.9% | +$8.4K | 0.08% | 264 |
|
|
2022
Q1 | $1.21M | Sell |
5,420
-1,019
| -16% | -$227K | 0.09% | 243 |
|
|
2021
Q4 | $1.33M | Buy |
6,439
+4,694
| +269% | +$970K | 0.1% | 228 |
|
|
2021
Q3 | $335K | Buy |
1,745
+430
| +33% | +$82.6K | 0.05% | 326 |
|
|
2021
Q2 | $286K | Sell |
1,315
-200
| -13% | -$43.5K | 0.05% | 292 |
|
|
2021
Q1 | $351K | Sell |
1,515
-528
| -26% | -$122K | 0.07% | 248 |
|
|
2020
Q4 | $372K | Buy |
+2,043
| New | +$372K | 0.1% | 142 |
|
|
2020
Q3 | – | Sell |
-146
| Closed | -$18K | – | 230 |
|
|
2020
Q2 | $18K | Buy |
+146
| New | +$18K | 0.01% | 384 |
|