BWM
Birchcreek Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $510K | Sell |
1,314
-5
| -0.4% | -$1.94K | 0.29% | 62 |
|
|
2025
Q1 | $435K | Buy |
1,319
+5
| +0.4% | +$1.65K | 0.27% | 68 |
|
|
2024
Q4 | $477K | Hold |
1,314
| – | – | 0.3% | 64 |
|
|
2024
Q3 | $514K | Sell |
1,314
-40
| -3% | -$15.6K | 0.34% | 57 |
|
|
2024
Q2 | $451K | Hold |
1,354
| – | – | 0.25% | 81 |
|
|
2024
Q1 | $496K | Hold |
1,354
| – | – | 0.26% | 82 |
|
|
2023
Q4 | $400K | Sell |
1,354
-39
| -3% | -$11.5K | 0.24% | 89 |
|
|
2023
Q3 | $380K | Hold |
1,393
| – | – | 0.26% | 87 |
|
|
2023
Q2 | $343K | Buy |
1,393
+40
| +3% | +$9.84K | 0.24% | 100 |
|
|
2023
Q1 | $310K | Buy |
1,353
+121
| +10% | +$27.7K | 0.25% | 99 |
|
|
2022
Q4 | $295K | Hold |
1,232
| – | – | 0.26% | 96 |
|
|
2022
Q3 | $202K | Sell |
1,232
-59
| -5% | -$9.67K | 0.19% | 116 |
|
|
2022
Q2 | $231K | Buy |
+1,291
| New | +$231K | 0.21% | 104 |
|
|
2021
Q1 | – | Sell |
-500
| Closed | -$91K | – | 141 |
|
|
2020
Q4 | $91K | Buy |
+500
| New | +$91K | 0.09% | 159 |
|