EWM
Empirical Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.56M | Buy |
14,315
+1,440
| +11% | +$559K | 0.13% | 125 |
|
|
2025
Q1 | $4.25M | Buy |
12,875
+2,383
| +23% | +$786K | 0.11% | 136 |
|
|
2024
Q4 | $3.81M | Buy |
10,492
+680
| +7% | +$247K | 0.1% | 132 |
|
|
2024
Q3 | $3.84M | Sell |
9,812
-1,152
| -11% | -$451K | 0.11% | 135 |
|
|
2024
Q2 | $3.65M | Buy |
10,964
+4,372
| +66% | +$1.46M | 0.11% | 130 |
|
|
2024
Q1 | $2.42M | Sell |
6,592
-103
| -2% | -$37.7K | 0.07% | 160 |
|
|
2023
Q4 | $1.98M | Sell |
6,695
-951
| -12% | -$281K | 0.07% | 167 |
|
|
2023
Q3 | $2.09M | Buy |
7,646
+2,158
| +39% | +$589K | 0.08% | 153 |
|
|
2023
Q2 | $1.35M | Buy |
5,488
+176
| +3% | +$43.3K | 0.05% | 199 |
|
|
2023
Q1 | $1.22M | Buy |
5,312
+599
| +13% | +$137K | 0.05% | 187 |
|
|
2022
Q4 | $1.13M | Sell |
4,713
-287
| -6% | -$68.8K | 0.05% | 189 |
|
|
2022
Q3 | $820K | Buy |
5,000
+1,210
| +32% | +$198K | 0.04% | 220 |
|
|
2022
Q2 | $678K | Buy |
3,790
+345
| +10% | +$61.7K | 0.04% | 251 |
|
|
2022
Q1 | $768K | Sell |
3,445
-914
| -21% | -$204K | 0.04% | 254 |
|
|
2021
Q4 | $901K | Sell |
4,359
-30
| -0.7% | -$6.2K | 0.05% | 237 |
|
|
2021
Q3 | $843K | Buy |
4,389
+650
| +17% | +$125K | 0.05% | 219 |
|
|
2021
Q2 | $814K | Sell |
3,739
-12
| -0.3% | -$2.61K | 0.05% | 214 |
|
|
2021
Q1 | $870K | Sell |
3,751
-27
| -0.7% | -$6.26K | 0.07% | 173 |
|
|
2020
Q4 | $688K | Buy |
3,778
+1,148
| +44% | +$209K | 0.05% | 198 |
|
|
2020
Q3 | $392K | Sell |
2,630
-247
| -9% | -$36.8K | 0.03% | 245 |
|
|
2020
Q2 | $364K | Sell |
2,877
-437
| -13% | -$55.3K | 0.03% | 252 |
|
|
2020
Q1 | $385K | Buy |
3,314
+188
| +6% | +$21.8K | 0.04% | 217 |
|
|
2019
Q4 | $462K | Buy |
3,126
+1,145
| +58% | +$169K | 0.05% | 196 |
|
|
2019
Q3 | $250K | Sell |
1,981
-36
| -2% | -$4.54K | 0.03% | 250 |
|
|
2019
Q2 | $275K | Sell |
2,017
-144
| -7% | -$19.6K | 0.04% | 211 |
|
|
2019
Q1 | $293K | Buy |
2,161
+516
| +31% | +$70K | 0.04% | 182 |
|
|
2018
Q4 | $209K | Sell |
1,645
-46
| -3% | -$5.84K | 0.04% | 186 |
|
|
2018
Q3 | $258K | Buy |
1,691
+3
| +0.2% | +$458 | 0.05% | 174 |
|
|
2018
Q2 | $229K | Buy |
1,688
+59
| +4% | +$8K | 0.04% | 169 |
|
|
2018
Q1 | $240K | Buy |
1,629
+3
| +0.2% | +$442 | 0.05% | 150 |
|
|
2017
Q4 | $256K | Buy |
+1,626
| New | +$256K | 0.05% | 128 |
|