DWMG
DB Wealth Management Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $129K | Hold |
435
| – | – | 0.07% | 107 |
|
|
2023
Q3 | $119K | Sell |
435
-71
| -14% | -$19.4K | 0.07% | 107 |
|
|
2023
Q2 | $125K | Hold |
506
| – | – | 0.08% | 102 |
|
|
2023
Q1 | $116K | Hold |
506
| – | – | 0.07% | 102 |
|
|
2022
Q4 | $121K | Hold |
506
| – | – | 0.08% | 98 |
|
|
2022
Q3 | $83K | Hold |
506
| – | – | 0.06% | 116 |
|
|
2022
Q2 | $90K | Hold |
506
| – | – | 0.06% | 115 |
|
|
2022
Q1 | $113K | Hold |
506
| – | – | 0.07% | 115 |
|
|
2021
Q4 | $105K | Hold |
506
| – | – | 0.06% | 113 |
|
|
2021
Q3 | $97K | Hold |
506
| – | – | 0.06% | 118 |
|
|
2021
Q2 | $110K | Hold |
506
| – | – | 0.07% | 110 |
|
|
2021
Q1 | $117K | Sell |
506
-253
| -33% | -$58.5K | 0.08% | 106 |
|
|
2020
Q4 | $138K | Buy |
+759
| New | +$138K | 0.1% | 97 |
|