BWS
Buck Wealth Strategies’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $530K | Sell |
1,364
-1,733
| -56% | -$673K | 0.08% | 95 |
|
|
2025
Q1 | $1.02M | Buy |
3,097
+973
| +46% | +$321K | 0.19% | 67 |
|
|
2024
Q4 | $770K | Buy |
2,124
+852
| +67% | +$309K | 0.16% | 57 |
|
|
2024
Q3 | $498K | Sell |
1,272
-713
| -36% | -$279K | 0.16% | 51 |
|
|
2024
Q2 | $661K | Sell |
1,985
-27,122
| -93% | -$9.03M | 0.2% | 51 |
|
|
2024
Q1 | $10.7M | Buy |
29,107
+27,025
| +1,298% | +$9.9M | 3.66% | 4 |
|
|
2023
Q4 | $615K | Sell |
2,082
-55
| -3% | -$16.3K | 0.23% | 41 |
|
|
2023
Q3 | $584K | Buy |
2,137
+1,878
| +725% | +$513K | 0.23% | 47 |
|
|
2023
Q2 | $63.7K | Buy |
+259
| New | +$63.7K | 0.03% | 69 |
|
|
2022
Q3 | $234K | Buy |
+858
| New | +$234K | 0.11% | 47 |
|