CWC
Carolinas Wealth Consulting’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-319
| Closed | -$105K | – | 126 |
|
|
2025
Q1 | $105K | Sell |
319
-2
| -0.6% | -$659 | 0.02% | 236 |
|
|
2024
Q4 | $116K | Sell |
321
-6
| -2% | -$2.17K | 0.02% | 233 |
|
|
2024
Q3 | $128K | Buy |
327
+5
| +2% | +$1.95K | 0.02% | 223 |
|
|
2024
Q2 | $107K | Sell |
322
-1
| -0.3% | -$332 | 0.02% | 244 |
|
|
2024
Q1 | $118K | Sell |
323
-15
| -4% | -$5.49K | 0.02% | 235 |
|
|
2023
Q4 | $99.9K | Sell |
338
-341
| -50% | -$101K | 0.02% | 230 |
|
|
2023
Q3 | $155K | Buy |
679
+261
| +62% | +$59.5K | 0.04% | 172 |
|
|
2023
Q2 | $103K | Sell |
418
-68
| -14% | -$16.7K | 0.02% | 255 |
|
|
2023
Q1 | $111K | Hold |
486
| – | – | 0.02% | 254 |
|
|
2022
Q4 | $116K | Sell |
486
-16
| -3% | -$3.83K | 0.03% | 242 |
|
|
2022
Q3 | $82K | Sell |
502
-55
| -10% | -$8.98K | 0.02% | 269 |
|
|
2022
Q2 | $100K | Sell |
557
-103
| -16% | -$18.5K | 0.02% | 246 |
|
|
2022
Q1 | $147K | Buy |
660
+87
| +15% | +$19.4K | 0.03% | 208 |
|
|
2021
Q4 | $118K | Buy |
573
+54
| +10% | +$11.1K | 0.03% | 243 |
|
|
2021
Q3 | $100K | Sell |
519
-276
| -35% | -$53.2K | 0.02% | 244 |
|
|
2021
Q2 | $173K | Sell |
795
-8
| -1% | -$1.74K | 0.04% | 189 |
|
|
2021
Q1 | $186K | Buy |
803
+201
| +33% | +$46.6K | 0.05% | 172 |
|
|
2020
Q4 | $109K | Buy |
602
+151
| +33% | +$27.3K | 0.03% | 218 |
|
|
2020
Q3 | $67K | Buy |
451
+294
| +187% | +$43.7K | 0.02% | 238 |
|
|
2020
Q2 | $20K | Buy |
+157
| New | +$20K | 0.01% | 287 |
|