EWM
EPG Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Buy |
4,661
+740
| +19% | +$287K | 0.54% | 49 |
|
|
2025
Q1 | $1.29M | Buy |
3,921
+3,355
| +593% | +$1.11M | 0.36% | 79 |
|
|
2024
Q4 | $205K | Buy |
566
+2
| +0.4% | +$726 | 0.05% | 227 |
|
|
2024
Q3 | $221K | Buy |
+564
| New | +$221K | 0.06% | 229 |
|
|
2024
Q2 | – | Sell |
-728
| Closed | -$267K | – | 250 |
|
|
2024
Q1 | $267K | Buy |
728
+32
| +5% | +$11.7K | 0.07% | 228 |
|
|
2023
Q4 | $218K | Buy |
+696
| New | +$218K | 0.06% | 231 |
|
|
2020
Q2 | – | Sell |
-807
| Closed | -$94K | – | 220 |
|
|
2020
Q1 | $94K | Sell |
807
-41
| -5% | -$4.78K | 0.07% | 178 |
|
|
2019
Q4 | $125K | Buy |
+848
| New | +$125K | 0.09% | 134 |
|