BWM
Benchmark Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $694K | Buy |
1,788
+1
| +0.1% | +$388 | 0.31% | 37 |
|
|
2025
Q1 | $589K | Buy |
1,787
+1
| +0.1% | +$330 | 0.29% | 37 |
|
|
2024
Q4 | $648K | Buy |
1,786
+1
| +0.1% | +$363 | 0.32% | 30 |
|
|
2024
Q3 | $698K | Hold |
1,785
| – | – | 0.34% | 30 |
|
|
2024
Q2 | $594K | Buy |
1,785
+1
| +0.1% | +$333 | 0.32% | 31 |
|
|
2024
Q1 | $654K | Buy |
1,784
+1
| +0.1% | +$366 | 0.36% | 29 |
|
|
2023
Q4 | $527K | Buy |
1,783
+1
| +0.1% | +$296 | 0.31% | 30 |
|
|
2023
Q3 | $487K | Buy |
1,782
+1
| +0.1% | +$273 | 0.31% | 32 |
|
|
2023
Q2 | $438K | Buy |
1,781
+1
| +0.1% | +$246 | 0.26% | 32 |
|
|
2023
Q1 | $398K | Buy |
1,780
+1
| +0.1% | +$224 | 0.25% | 33 |
|
|
2022
Q4 | $426K | Hold |
1,779
| – | – | 0.31% | 32 |
|
|
2022
Q3 | $292K | Buy |
1,779
+2
| +0.1% | +$328 | 0.23% | 38 |
|
|
2022
Q2 | $318K | Buy |
1,777
+1
| +0.1% | +$179 | 0.23% | 35 |
|
|
2022
Q1 | $396K | Buy |
1,776
+1
| +0.1% | +$223 | 0.27% | 29 |
|
|
2021
Q4 | $367K | Hold |
1,775
| – | – | 0.24% | 30 |
|
|
2021
Q3 | $341K | Buy |
1,775
+1
| +0.1% | +$192 | 0.24% | 28 |
|
|
2021
Q2 | $386K | Buy |
1,774
+1
| +0.1% | +$218 | 0.27% | 27 |
|
|
2021
Q1 | $411K | Buy |
1,773
+1
| +0.1% | +$232 | 0.3% | 22 |
|
|
2020
Q4 | $323K | Sell |
1,772
-170
| -9% | -$31K | 0.25% | 29 |
|
|
2020
Q3 | $290K | Buy |
1,942
+2
| +0.1% | +$299 | 0.23% | 30 |
|
|
2020
Q2 | $245K | Buy |
1,940
+3
| +0.2% | +$379 | 0.21% | 33 |
|
|
2020
Q1 | $225K | Buy |
1,937
+3
| +0.2% | +$348 | 0.23% | 34 |
|
|
2019
Q4 | $286K | Buy |
+1,934
| New | +$286K | 0.25% | 39 |
|