CNWM
Clay Northam Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Hold |
695
| – | – | 0.17% | 71 |
|
|
2025
Q1 | $229K | Hold |
695
| – | – | 0.16% | 81 |
|
|
2024
Q4 | $252K | Buy |
695
+6
| +0.9% | +$2.18K | 0.16% | 75 |
|
|
2024
Q3 | $269K | Buy |
689
+50
| +8% | +$19.6K | 0.19% | 68 |
|
|
2024
Q2 | $213K | Hold |
639
| – | – | 0.16% | 81 |
|
|
2024
Q1 | $234K | Buy |
+639
| New | +$234K | 0.19% | 74 |
|