EHWM
Eads & Heald Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.34M | Sell |
6,033
-175
| -3% | -$67.9K | 1.16% | 26 |
|
|
2025
Q1 | $2.05M | Sell |
6,208
-234
| -4% | -$77.2K | 1.04% | 36 |
|
|
2024
Q4 | $2.34M | Buy |
6,442
+309
| +5% | +$112K | 1.15% | 29 |
|
|
2024
Q3 | $2.4M | Buy |
6,133
+42
| +0.7% | +$16.4K | 1.14% | 30 |
|
|
2024
Q2 | $2.03M | Sell |
6,091
-113
| -2% | -$37.6K | 0.98% | 43 |
|
|
2024
Q1 | $2.27M | Sell |
6,204
-168
| -3% | -$61.6K | 1.06% | 34 |
|
|
2023
Q4 | $1.88M | Buy |
6,372
+76
| +1% | +$22.5K | 0.91% | 46 |
|
|
2023
Q3 | $1.72M | Buy |
6,296
+574
| +10% | +$157K | 0.9% | 44 |
|
|
2023
Q2 | $1.41M | Buy |
5,722
+1,579
| +38% | +$389K | 0.69% | 75 |
|
|
2023
Q1 | $948K | Buy |
4,143
+2,340
| +130% | +$535K | 0.47% | 86 |
|
|
2022
Q4 | $432K | Sell |
1,803
-56
| -3% | -$13.4K | 0.22% | 115 |
|
|
2022
Q3 | $305K | Sell |
1,859
-20
| -1% | -$3.28K | 0.17% | 124 |
|
|
2022
Q2 | $336K | Sell |
1,879
-35
| -2% | -$6.26K | 0.18% | 121 |
|
|
2022
Q1 | $426K | Sell |
1,914
-30
| -2% | -$6.68K | 0.2% | 118 |
|
|
2021
Q4 | $402K | Sell |
1,944
-80
| -4% | -$16.5K | 0.17% | 120 |
|
|
2021
Q3 | $389K | Sell |
2,024
-61
| -3% | -$11.7K | 0.19% | 114 |
|
|
2021
Q2 | $454K | Sell |
2,085
-93
| -4% | -$20.3K | 0.22% | 112 |
|
|
2021
Q1 | $505K | Buy |
2,178
+105
| +5% | +$24.3K | 0.26% | 110 |
|
|
2020
Q4 | $377K | Buy |
2,073
+288
| +16% | +$52.4K | 0.2% | 113 |
|
|
2020
Q3 | $266K | Buy |
+1,785
| New | +$266K | 0.16% | 114 |
|