Dechtman Wealth Management’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$309K Buy
852
+192
+29% +$69.7K 0.06% 51
2024
Q3
$258K Buy
660
+3
+0.5% +$1.17K 0.05% 58
2024
Q2
$219K Buy
657
+2
+0.3% +$666 0.05% 59
2024
Q1
$240K Buy
+655
New +$240K 0.06% 58