CW
Connectus Wealth’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $26.1M | Buy |
71,187
+68,424
| +2,476% | +$25.1M | 0.71% | 35 |
|
|
2023
Q4 | $818K | Sell |
2,763
-86
| -3% | -$25.5K | 0.02% | 364 |
|
|
2023
Q3 | $779K | Buy |
2,849
+1,332
| +88% | +$364K | 0.02% | 349 |
|
|
2023
Q2 | $374K | Buy |
1,517
+93
| +7% | +$22.9K | 0.01% | 375 |
|
|
2023
Q1 | $327K | Buy |
+1,424
| New | +$327K | 0.01% | 377 |
|
|
2022
Q2 | – | Sell |
-9,906
| Closed | -$2.05M | – | 426 |
|
|
2022
Q1 | $2.05M | Sell |
9,906
-163
| -2% | -$33.7K | 0.06% | 166 |
|
|
2021
Q4 | $2.09M | Buy |
+10,069
| New | +$2.09M | 0.08% | 140 |
|