CWM
Centric Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $399K | Buy |
957
+35
| +4% | +$14.6K | 0.1% | 133 |
|
|
2025
Q1 | $304K | Sell |
922
-5
| -0.5% | -$1.65K | 0.08% | 136 |
|
|
2024
Q4 | $336K | Sell |
927
-5
| -0.5% | -$1.81K | 0.09% | 137 |
|
|
2024
Q3 | $389K | Buy |
932
+6
| +0.6% | +$2.5K | 0.1% | 129 |
|
|
2024
Q2 | $325K | Hold |
926
| – | – | 0.09% | 125 |
|
|
2024
Q1 | $310K | Buy |
926
+33
| +4% | +$11K | 0.1% | 119 |
|
|
2023
Q4 | $287K | Buy |
893
+25
| +3% | +$8.04K | 0.09% | 126 |
|
|
2023
Q3 | $237K | Hold |
868
| – | – | 0.1% | 104 |
|
|
2023
Q2 | $216K | Buy |
+868
| New | +$216K | 0.09% | 111 |
|