DWM
Drive Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.28M | Sell |
5,884
-136
| -2% | -$52.8K | 0.5% | 41 |
|
|
2025
Q1 | $1.99M | Buy |
6,020
+3,168
| +111% | +$1.04M | 0.47% | 45 |
|
|
2024
Q4 | $1.03M | Buy |
2,852
+23
| +0.8% | +$8.34K | 0.25% | 76 |
|
|
2024
Q3 | $1.11M | Buy |
2,829
+24
| +0.9% | +$9.39K | 0.29% | 68 |
|
|
2024
Q2 | $934K | Buy |
2,805
+69
| +3% | +$23K | 0.25% | 77 |
|
|
2024
Q1 | $1M | Buy |
2,736
+135
| +5% | +$49.5K | 0.28% | 71 |
|
|
2023
Q4 | $769K | Buy |
2,601
+99
| +4% | +$29.3K | 0.25% | 82 |
|
|
2023
Q3 | $683K | Buy |
2,502
+111
| +5% | +$30.3K | 0.25% | 87 |
|
|
2023
Q2 | $588K | Buy |
2,391
+182
| +8% | +$44.8K | 0.22% | 95 |
|
|
2023
Q1 | $505K | Buy |
2,209
+225
| +11% | +$51.5K | 0.21% | 115 |
|
|
2022
Q4 | $475K | Buy |
1,984
+268
| +16% | +$64.2K | 0.24% | 101 |
|
|
2022
Q3 | $281K | Buy |
1,716
+406
| +31% | +$66.5K | 0.27% | 113 |
|
|
2022
Q2 | $234K | Buy |
1,310
+83
| +7% | +$14.8K | 0.21% | 132 |
|
|
2022
Q1 | $273K | Buy |
1,227
+255
| +26% | +$56.7K | 0.23% | 115 |
|
|
2021
Q4 | $201K | Buy |
+972
| New | +$201K | 0.18% | 145 |
|