CWP
CFM Wealth Partners’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Hold |
4,853
| – | – | 0.3% | 59 |
|
|
2025
Q1 | $1.6M | Sell |
4,853
-556
| -10% | -$183K | 0.28% | 64 |
|
|
2024
Q4 | $1.96M | Sell |
5,409
-131
| -2% | -$47.5K | 0.33% | 55 |
|
|
2024
Q3 | $2.17M | Buy |
5,540
+52
| +0.9% | +$20.3K | 0.38% | 56 |
|
|
2024
Q2 | $1.83M | Sell |
5,488
-100
| -2% | -$33.3K | 0.34% | 57 |
|
|
2024
Q1 | $2.05M | Sell |
5,588
-100
| -2% | -$36.6K | 0.41% | 58 |
|
|
2023
Q4 | $1.68M | Hold |
5,688
| – | – | 0.38% | 61 |
|
|
2023
Q3 | $1.55M | Hold |
5,688
| – | – | 0.41% | 55 |
|
|
2023
Q2 | $1.4M | Hold |
5,688
| – | – | 0.34% | 65 |
|
|
2023
Q1 | $1.3M | Buy |
5,688
+190
| +3% | +$43.5K | 0.35% | 66 |
|
|
2022
Q4 | $1.32M | Sell |
5,498
-44
| -0.8% | -$10.5K | 0.39% | 66 |
|
|
2022
Q3 | $909K | Buy |
5,542
+100
| +2% | +$16.4K | 0.29% | 77 |
|
|
2022
Q2 | $973K | Buy |
5,442
+34
| +0.6% | +$6.08K | 0.29% | 75 |
|
|
2022
Q1 | $1.21M | Buy |
5,408
+100
| +2% | +$22.3K | 0.29% | 73 |
|
|
2021
Q4 | $1.1M | Sell |
5,308
-223
| -4% | -$46.2K | 0.25% | 78 |
|
|
2021
Q3 | $1.06M | Sell |
5,531
-392
| -7% | -$75.2K | 0.27% | 75 |
|
|
2021
Q2 | $1.29M | Buy |
5,923
+187
| +3% | +$40.7K | 0.34% | 62 |
|
|
2021
Q1 | $1.33M | Hold |
5,736
| – | – | 0.4% | 59 |
|
|
2020
Q4 | $1.04M | Sell |
5,736
-259
| -4% | -$47.1K | 0.33% | 67 |
|
|
2020
Q3 | $894K | Sell |
5,995
-1,400
| -19% | -$209K | 0.33% | 63 |
|
|
2020
Q2 | $935K | Buy |
7,395
+100
| +1% | +$12.6K | 0.36% | 57 |
|
|
2020
Q1 | $847K | Buy |
7,295
+70
| +1% | +$8.13K | 0.39% | 53 |
|
|
2019
Q4 | $1.07M | Buy |
+7,225
| New | +$1.07M | 0.39% | 56 |
|