CWM
Cranbrook Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $865K | Hold |
2,228
| – | – | 0.18% | 63 |
|
|
2025
Q1 | $735K | Sell |
2,228
-19
| -0.8% | -$6.27K | 0.17% | 62 |
|
|
2024
Q4 | $815K | Buy |
2,247
+75
| +3% | +$27.2K | 0.19% | 59 |
|
|
2024
Q3 | $850K | Buy |
2,172
+626
| +40% | +$245K | 0.19% | 59 |
|
|
2024
Q2 | $515K | Buy |
+1,546
| New | +$515K | 0.13% | 72 |
|
|
2021
Q4 | – | Sell |
-25
| Closed | -$5K | – | 364 |
|
|
2021
Q3 | $5K | Buy |
+25
| New | +$5K | ﹤0.01% | 334 |
|
|
2021
Q1 | – | Sell |
-23
| Closed | -$4K | – | 393 |
|
|
2020
Q4 | $4K | Buy |
+23
| New | +$4K | ﹤0.01% | 283 |
|
|
2019
Q4 | – | Sell |
-192
| Closed | -$24K | – | 258 |
|
|
2019
Q3 | $24K | Buy |
+192
| New | +$24K | 0.01% | 162 |
|