Axxcess Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.76M | Sell |
19,984
-5,192
| -21% | -$2.02M | 0.18% | 105 |
|
|
2025
Q1 | $8.3M | Buy |
25,176
+4,470
| +22% | +$1.47M | 0.22% | 83 |
|
|
2024
Q4 | $7.51M | Buy |
20,706
+549
| +3% | +$199K | 0.18% | 96 |
|
|
2024
Q3 | $7.88M | Sell |
20,157
-320
| -2% | -$125K | 0.19% | 91 |
|
|
2024
Q2 | $6.82M | Sell |
20,477
-1,355
| -6% | -$451K | 0.18% | 101 |
|
|
2024
Q1 | $8M | Buy |
21,832
+489
| +2% | +$179K | 0.22% | 84 |
|
|
2023
Q4 | $6.31M | Buy |
21,343
+3,558
| +20% | +$1.05M | 0.18% | 106 |
|
|
2023
Q3 | $4.86M | Buy |
17,785
+9,974
| +128% | +$2.72M | 0.17% | 111 |
|
|
2023
Q2 | $1.87M | Buy |
7,811
+374
| +5% | +$89.7K | 0.14% | 143 |
|
|
2023
Q1 | $1.7M | Buy |
7,437
+96
| +1% | +$22K | 0.13% | 156 |
|
|
2022
Q4 | $1.76M | Sell |
7,341
-1,403
| -16% | -$336K | 0.15% | 139 |
|
|
2022
Q3 | $1.43M | Sell |
8,744
-2,184
| -20% | -$358K | 0.14% | 149 |
|
|
2022
Q2 | $1.95M | Buy |
10,928
+2,497
| +30% | +$446K | 0.18% | 109 |
|
|
2022
Q1 | $1.88M | Sell |
8,431
-1,693
| -17% | -$377K | 0.15% | 120 |
|
|
2021
Q4 | $2.09M | Buy |
+10,124
| New | +$2.09M | 0.15% | 114 |
|