CWP
Core Wealth Partners’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Hold |
700
| – | – | 0.14% | 133 |
|
|
2025
Q1 | $231K | Hold |
700
| – | – | 0.13% | 149 |
|
|
2024
Q4 | $254K | Hold |
700
| – | – | 0.15% | 140 |
|
|
2024
Q3 | $274K | Sell |
700
-9
| -1% | -$3.52K | 0.17% | 125 |
|
|
2024
Q2 | $236K | Buy |
709
+100
| +16% | +$33.3K | 0.16% | 126 |
|
|
2024
Q1 | $223K | Buy |
+609
| New | +$223K | 0.17% | 122 |
|
|
2023
Q1 | – | Sell |
-3,450
| Closed | -$704K | – | 117 |
|
|
2022
Q4 | $704K | Buy |
+3,450
| New | +$704K | 0.79% | 37 |
|