CWM
Chesapeake Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
3,073
+412
| +15% | +$160K | 0.4% | 63 |
|
|
2025
Q1 | $878K | Buy |
2,661
+94
| +4% | +$31K | 0.31% | 79 |
|
|
2024
Q4 | $931K | Buy |
2,567
+87
| +4% | +$31.6K | 0.32% | 79 |
|
|
2024
Q3 | $970K | Buy |
2,480
+177
| +8% | +$69.2K | 0.33% | 77 |
|
|
2024
Q2 | $767K | Buy |
+2,303
| New | +$767K | 0.28% | 83 |
|