BCWM
Bartlett & Co Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Sell |
5,413
-512
| -9% | -$199K | 0.03% | 192 |
|
|
2025
Q1 | $1.95M | Sell |
5,925
-167
| -3% | -$55.1K | 0.03% | 193 |
|
|
2024
Q4 | $2.21M | Hold |
6,092
| – | – | 0.03% | 189 |
|
|
2024
Q3 | $2.38M | Sell |
6,092
-1,314
| -18% | -$514K | 0.03% | 185 |
|
|
2024
Q2 | $2.47M | Buy |
7,406
+2,258
| +44% | +$752K | 0.04% | 175 |
|
|
2024
Q1 | $1.89M | Buy |
5,148
+111
| +2% | +$40.7K | 0.03% | 206 |
|
|
2023
Q4 | $1.5M | Sell |
5,037
-466
| -8% | -$138K | 0.02% | 232 |
|
|
2023
Q3 | $1.5M | Buy |
5,503
+803
| +17% | +$219K | 0.03% | 220 |
|
|
2023
Q2 | $1.16M | Buy |
4,700
+2,167
| +86% | +$533K | 0.02% | 257 |
|
|
2023
Q1 | $580K | Sell |
2,533
-200
| -7% | -$45.8K | 0.01% | 271 |
|
|
2022
Q4 | $655K | Sell |
2,733
-13
| -0.5% | -$3.12K | 0.01% | 258 |
|
|
2022
Q3 | $451K | Buy |
2,746
+10
| +0.4% | +$1.64K | 0.01% | 294 |
|
|
2022
Q2 | $489K | Buy |
2,736
+13
| +0.5% | +$2.32K | 0.01% | 283 |
|
|
2022
Q1 | $607K | Buy |
2,723
+183
| +7% | +$40.8K | 0.01% | 278 |
|
|
2021
Q4 | $525K | Hold |
2,540
| – | – | 0.01% | 291 |
|
|
2021
Q3 | $488K | Sell |
2,540
-17
| -0.7% | -$3.26K | 0.01% | 261 |
|
|
2021
Q2 | $556K | Buy |
2,557
+150
| +6% | +$32.6K | 0.01% | 251 |
|
|
2021
Q1 | $558K | Buy |
2,407
+60
| +3% | +$13.9K | 0.01% | 251 |
|
|
2020
Q4 | $427K | Buy |
2,347
+385
| +20% | +$70.1K | 0.01% | 269 |
|
|
2020
Q3 | $293K | Hold |
1,962
| – | – | 0.01% | 278 |
|
|
2020
Q2 | $248K | Buy |
1,962
+50
| +3% | +$6.33K | 0.01% | 290 |
|
|
2020
Q1 | $222K | Sell |
1,912
-630
| -25% | -$73.1K | 0.01% | 288 |
|
|
2019
Q4 | $375K | Sell |
2,542
-35
| -1% | -$5.17K | 0.01% | 282 |
|
|
2019
Q3 | $326K | Buy |
2,577
+2,325
| +923% | +$294K | 0.01% | 284 |
|
|
2019
Q2 | $34.3K | Buy |
252
+2
| +0.8% | +$273 | ﹤0.01% | 482 |
|
|
2019
Q1 | $33.9K | Hold |
250
| – | – | ﹤0.01% | 468 |
|
|
2018
Q4 | $31.8K | Buy |
250
+150
| +150% | +$19.1K | ﹤0.01% | 470 |
|
|
2018
Q3 | $15.2K | Hold |
100
| – | – | ﹤0.01% | 571 |
|
|
2018
Q2 | $13.6K | Hold |
100
| – | – | ﹤0.01% | 573 |
|
|
2018
Q1 | $14.7K | Buy |
+100
| New | +$14.7K | ﹤0.01% | 567 |
|