CSWM
Cassady Schiller Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $98.9K | Buy |
273
+25
| +10% | +$9.05K | 0.04% | 159 |
|
|
2024
Q3 | $97.1K | Sell |
248
-300
| -55% | -$117K | 0.04% | 158 |
|
|
2024
Q2 | $183K | Hold |
548
| – | – | 0.07% | 119 |
|
|
2024
Q1 | $201K | Buy |
548
+248
| +83% | +$90.9K | 0.09% | 117 |
|
|
2023
Q4 | $88.7K | Hold |
300
| – | – | 0.04% | 156 |
|
|
2023
Q3 | $81.9K | Sell |
300
-50
| -14% | -$13.7K | 0.05% | 158 |
|
|
2023
Q2 | $86.1K | Buy |
350
+300
| +600% | +$73.8K | 0.05% | 153 |
|
|
2023
Q1 | $11.4K | Hold |
50
| – | – | 0.01% | 314 |
|
|
2022
Q4 | $12K | Buy |
+50
| New | +$12K | 0.01% | 304 |
|
|
2022
Q1 | – | Sell |
-7
| Closed | -$1K | – | 177 |
|
|
2021
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 434 |
|