CTWM
Cherry Tree Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $173K | Hold |
445
| – | – | 0.04% | 167 |
|
|
2025
Q1 | $147K | Hold |
445
| – | – | 0.04% | 179 |
|
|
2024
Q4 | $161K | Hold |
445
| – | – | 0.04% | 169 |
|
|
2024
Q3 | $174K | Hold |
445
| – | – | 0.04% | 170 |
|
|
2024
Q2 | $148K | Hold |
445
| – | – | 0.04% | 172 |
|
|
2024
Q1 | $163K | Hold |
445
| – | – | 0.04% | 170 |
|
|
2023
Q4 | $132K | Buy |
445
+50
| +13% | +$14.8K | 0.04% | 177 |
|
|
2023
Q3 | $108K | Hold |
395
| – | – | 0.03% | 179 |
|
|
2023
Q2 | $97.2K | Buy |
+395
| New | +$97.2K | 0.03% | 193 |
|