CWP
Concord Wealth Partners’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.76M | Sell |
9,676
-533
| -5% | -$207K | 0.55% | 39 |
|
|
2025
Q1 | $3.37M | Buy |
10,209
+973
| +11% | +$321K | 0.55% | 43 |
|
|
2024
Q4 | $3.35M | Sell |
9,236
-58
| -0.6% | -$21K | 0.55% | 43 |
|
|
2024
Q3 | $3.63M | Buy |
9,294
+520
| +6% | +$203K | 0.61% | 43 |
|
|
2024
Q2 | $2.92M | Buy |
8,774
+472
| +6% | +$157K | 0.52% | 49 |
|
|
2024
Q1 | $3.04M | Buy |
8,302
+1,715
| +26% | +$628K | 0.55% | 45 |
|
|
2023
Q4 | $1.95M | Buy |
6,587
+905
| +16% | +$268K | 0.39% | 56 |
|
|
2023
Q3 | $1.55M | Buy |
5,682
+3,178
| +127% | +$868K | 0.33% | 53 |
|
|
2023
Q2 | $616K | Buy |
2,504
+96
| +4% | +$23.6K | 0.13% | 97 |
|
|
2023
Q1 | $551K | Sell |
2,408
-67
| -3% | -$15.3K | 0.16% | 80 |
|
|
2022
Q4 | $593K | Sell |
2,475
-75
| -3% | -$18K | 0.18% | 78 |
|
|
2022
Q3 | $418K | Sell |
2,550
-22
| -0.9% | -$3.61K | 0.13% | 101 |
|
|
2022
Q2 | $460K | Buy |
2,572
+28
| +1% | +$5.01K | 0.13% | 107 |
|
|
2022
Q1 | $567K | Buy |
2,544
+50
| +2% | +$11.1K | 0.15% | 93 |
|
|
2021
Q4 | $516K | Buy |
2,494
+1,015
| +69% | +$210K | 0.13% | 97 |
|
|
2021
Q3 | $284K | Sell |
1,479
-292
| -16% | -$56.1K | 0.12% | 64 |
|
|
2021
Q2 | $385K | Sell |
1,771
-47
| -3% | -$10.2K | 0.11% | 84 |
|
|
2021
Q1 | $422K | Sell |
1,818
-49
| -3% | -$11.4K | 0.14% | 74 |
|
|
2020
Q4 | $340K | Buy |
+1,867
| New | +$340K | 0.26% | 50 |
|