DWM
Doyle Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $273K | Buy |
1,665
+80
| +5% | +$13.1K | 0.02% | 174 |
|
|
2022
Q2 | $283K | Buy |
1,585
+24
| +2% | +$4.29K | 0.02% | 177 |
|
|
2022
Q1 | $348K | Sell |
1,561
-4
| -0.3% | -$892 | 0.03% | 184 |
|
|
2021
Q4 | $324K | Hold |
1,565
| – | – | 0.02% | 186 |
|
|
2021
Q3 | $300K | Buy |
1,565
+300
| +24% | +$57.5K | 0.02% | 185 |
|
|
2021
Q2 | $275K | Buy |
1,265
+1
| +0.1% | +$217 | 0.02% | 188 |
|
|
2021
Q1 | $293K | Sell |
1,264
-280
| -18% | -$64.9K | 0.03% | 177 |
|
|
2020
Q4 | $281K | Hold |
1,544
| – | – | 0.03% | 174 |
|
|
2020
Q3 | $230K | Buy |
+1,544
| New | +$230K | 0.03% | 167 |
|
|
2020
Q1 | – | Sell |
-1,372
| Closed | -$203K | – | 186 |
|
|
2019
Q4 | $203K | Buy |
+1,372
| New | +$203K | 0.03% | 204 |
|
|
2019
Q3 | – | Sell |
-1,387
| Closed | -$189K | – | 278 |
|
|
2019
Q2 | $189K | Sell |
1,387
-199
| -13% | -$27.1K | 0.03% | 195 |
|
|
2019
Q1 | $208K | Sell |
1,586
-849
| -35% | -$111K | 0.03% | 184 |
|
|
2018
Q4 | $309K | Buy |
+2,435
| New | +$309K | 0.05% | 139 |
|