CWM
C2C Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,505
| Closed | -$408K | – | 121 |
|
|
2023
Q3 | $408K | Hold |
1,505
| – | – | 0.06% | 169 |
|
|
2023
Q2 | $389K | Hold |
1,505
| – | – | 0.05% | 179 |
|
|
2023
Q1 | $332K | Buy |
+1,505
| New | +$332K | 0.05% | 187 |
|
|
2022
Q3 | – | Sell |
-1,165
| Closed | -$209K | – | 174 |
|
|
2022
Q2 | $209K | Sell |
1,165
-1,000
| -46% | -$179K | 0.04% | 174 |
|
|
2022
Q1 | $508K | Buy |
2,165
+560
| +35% | +$131K | 0.09% | 113 |
|
|
2021
Q4 | $332K | Buy |
+1,605
| New | +$332K | 0.05% | 164 |
|