CMBA
C.M. Bidwell & Associates’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-468
| Closed | -$170K | – | 456 |
|
|
2024
Q4 | $170K | Hold |
468
| – | – | 0.1% | 140 |
|
|
2024
Q3 | $183K | Hold |
468
| – | – | 0.11% | 132 |
|
|
2024
Q2 | $156K | Hold |
468
| – | – | 0.1% | 140 |
|
|
2024
Q1 | $171K | Buy |
468
+3
| +0.6% | +$1.1K | 0.12% | 136 |
|
|
2023
Q4 | $137K | Hold |
465
| – | – | 0.1% | 135 |
|
|
2023
Q3 | $127K | Hold |
465
| – | – | 0.1% | 182 |
|
|
2023
Q2 | $114K | Buy |
+465
| New | +$114K | 0.08% | 215 |
|
|
2019
Q1 | – | Sell |
-200
| Closed | -$25K | – | 404 |
|
|
2018
Q4 | $25K | Sell |
200
-1,710
| -90% | -$214K | 0.03% | 287 |
|
|
2018
Q3 | $291K | Sell |
1,910
-1,115
| -37% | -$170K | 0.28% | 98 |
|
|
2018
Q2 | $410K | Sell |
3,025
-120
| -4% | -$16.3K | 0.38% | 72 |
|
|
2018
Q1 | $464K | Sell |
3,145
-1,370
| -30% | -$202K | 0.42% | 62 |
|
|
2017
Q4 | $711K | Buy |
+4,515
| New | +$711K | 0.61% | 41 |
|