CWM
Compass Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-159
| Closed | -$52.4K | – | 191 |
|
|
2025
Q1 | $52.4K | Hold |
159
| – | – | 0.01% | 241 |
|
|
2024
Q4 | $57.7K | Hold |
159
| – | – | 0.01% | 230 |
|
|
2024
Q3 | $62.2K | Hold |
159
| – | – | 0.01% | 234 |
|
|
2024
Q2 | $53K | Sell |
159
-6
| -4% | -$2K | 0.01% | 239 |
|
|
2024
Q1 | $60.5K | Hold |
165
| – | – | 0.02% | 235 |
|
|
2023
Q4 | $48.8K | Hold |
165
| – | – | 0.01% | 248 |
|
|
2023
Q3 | $45K | Hold |
165
| – | – | 0.01% | 240 |
|
|
2023
Q2 | $40.6K | Hold |
165
| – | – | 0.01% | 260 |
|
|
2023
Q1 | $37.8K | Hold |
165
| – | – | 0.01% | 269 |
|
|
2022
Q4 | $39.5K | Buy |
+165
| New | +$39.5K | 0.01% | 256 |
|