BWM
BCS Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $945K | Buy |
2,435
+339
| +16% | +$132K | 0.2% | 97 |
|
|
2025
Q1 | $691K | Buy |
2,096
+2
| +0.1% | +$659 | 0.18% | 109 |
|
|
2024
Q4 | $760K | Buy |
+2,094
| New | +$760K | 0.19% | 106 |
|
|
2024
Q2 | – | Sell |
-1,566
| Closed | -$574K | – | 159 |
|
|
2024
Q1 | $574K | Hold |
1,566
| – | – | 0.18% | 119 |
|
|
2023
Q4 | $463K | Hold |
1,566
| – | – | 0.17% | 124 |
|
|
2023
Q3 | $428K | Buy |
+1,566
| New | +$428K | 0.18% | 120 |
|
|
2022
Q3 | – | Sell |
-1,476
| Closed | -$264K | – | 182 |
|
|
2022
Q2 | $264K | Buy |
+1,476
| New | +$264K | 0.12% | 146 |
|
|
2022
Q1 | – | Sell |
-1,395
| Closed | -$288K | – | 194 |
|
|
2021
Q4 | $288K | Buy |
+1,395
| New | +$288K | 0.1% | 165 |
|