CWM
Cahaba Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $819K | Sell |
2,111
-161
| -7% | -$62.5K | 0.06% | 66 |
|
|
2025
Q1 | $749K | Buy |
2,272
+85
| +4% | +$28K | 0.06% | 65 |
|
|
2024
Q4 | $793K | Buy |
2,187
+3
| +0.1% | +$1.09K | 0.07% | 64 |
|
|
2024
Q3 | $854K | Sell |
2,184
-13
| -0.6% | -$5.09K | 0.07% | 61 |
|
|
2024
Q2 | $732K | Sell |
2,197
-85
| -4% | -$28.3K | 0.06% | 67 |
|
|
2024
Q1 | $836K | Buy |
2,282
+63
| +3% | +$23.1K | 0.08% | 61 |
|
|
2023
Q4 | $656K | Sell |
2,219
-543
| -20% | -$161K | 0.07% | 66 |
|
|
2023
Q3 | $754K | Sell |
2,762
-123
| -4% | -$33.6K | 0.08% | 57 |
|
|
2023
Q2 | $710K | Buy |
2,885
+824
| +40% | +$203K | 0.08% | 63 |
|
|
2023
Q1 | $472K | Sell |
2,061
-55
| -3% | -$12.6K | 0.05% | 84 |
|
|
2022
Q4 | $507K | Hold |
2,116
| – | – | 0.06% | 78 |
|
|
2022
Q3 | $347K | Sell |
2,116
-141
| -6% | -$23.1K | 0.05% | 90 |
|
|
2022
Q2 | $403K | Sell |
2,257
-116
| -5% | -$20.7K | 0.06% | 86 |
|
|
2022
Q1 | $499K | Sell |
2,373
-90
| -4% | -$18.9K | 0.07% | 82 |
|
|
2021
Q4 | $509K | Buy |
2,463
+68
| +3% | +$14.1K | 0.07% | 80 |
|
|
2021
Q3 | $459K | Buy |
+2,395
| New | +$459K | 0.07% | 80 |
|