EWM
Evermay Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $992K | Buy |
2,555
+210
| +9% | +$81.5K | 0.12% | 81 |
|
|
2025
Q1 | $773K | Sell |
2,345
-83
| -3% | -$27.4K | 0.1% | 93 |
|
|
2024
Q4 | $881K | Buy |
2,428
+726
| +43% | +$263K | 0.13% | 85 |
|
|
2024
Q3 | $666K | Hold |
1,702
| – | – | 0.11% | 109 |
|
|
2024
Q2 | $567K | Hold |
1,702
| – | – | 0.09% | 119 |
|
|
2024
Q1 | $624K | Sell |
1,702
-30
| -2% | -$11K | 0.09% | 112 |
|
|
2023
Q4 | $512K | Buy |
1,732
+9
| +0.5% | +$2.66K | 0.09% | 103 |
|
|
2023
Q3 | $470K | Sell |
1,723
-110
| -6% | -$30K | 0.1% | 104 |
|
|
2023
Q2 | $451K | Sell |
1,833
-71
| -4% | -$17.5K | 0.09% | 111 |
|
|
2023
Q1 | $436K | Buy |
1,904
+100
| +6% | +$22.9K | 0.09% | 103 |
|
|
2022
Q4 | $432K | Sell |
1,804
-61
| -3% | -$14.6K | 0.09% | 107 |
|
|
2022
Q3 | $306K | Hold |
1,865
| – | – | 0.06% | 130 |
|
|
2022
Q2 | $333K | Sell |
1,865
-70
| -4% | -$12.5K | 0.06% | 127 |
|
|
2022
Q1 | $431K | Hold |
1,935
| – | – | 0.07% | 121 |
|
|
2021
Q4 | $400K | Sell |
1,935
-10
| -0.5% | -$2.07K | 0.07% | 113 |
|
|
2021
Q3 | $373K | Sell |
1,945
-400
| -17% | -$76.7K | 0.07% | 108 |
|
|
2021
Q2 | $510K | Sell |
2,345
-98
| -4% | -$21.3K | 0.09% | 91 |
|
|
2021
Q1 | $566K | Sell |
2,443
-332
| -12% | -$76.9K | 0.11% | 79 |
|
|
2020
Q4 | $505K | Sell |
2,775
-180
| -6% | -$32.8K | 0.11% | 84 |
|
|
2020
Q3 | $441K | Hold |
2,955
| – | – | 0.11% | 88 |
|
|
2020
Q2 | $374K | Buy |
2,955
+400
| +16% | +$50.6K | 0.1% | 96 |
|
|
2020
Q1 | $296K | Sell |
2,555
-410
| -14% | -$47.5K | 0.09% | 106 |
|
|
2019
Q4 | $438K | Sell |
2,965
-150
| -5% | -$22.2K | 0.11% | 96 |
|
|
2019
Q3 | $393K | Sell |
3,115
-500
| -14% | -$63.1K | 0.11% | 96 |
|
|
2019
Q2 | $493K | Buy |
3,615
+250
| +7% | +$34.1K | 0.14% | 73 |
|
|
2019
Q1 | $456K | Sell |
3,365
-75
| -2% | -$10.2K | 0.13% | 81 |
|
|
2018
Q4 | $437K | Sell |
3,440
-1,675
| -33% | -$213K | 0.14% | 72 |
|
|
2018
Q3 | $780K | Buy |
5,115
+1,100
| +27% | +$168K | 0.24% | 43 |
|
|
2018
Q2 | $545K | Sell |
4,015
-80
| -2% | -$10.9K | 0.18% | 61 |
|
|
2018
Q1 | $604K | Buy |
4,095
+1,250
| +44% | +$184K | 0.21% | 61 |
|
|
2017
Q4 | $448K | Buy |
+2,845
| New | +$448K | 0.16% | 71 |
|