FWM
Finer Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.9M | Buy |
10,041
+361
| +4% | +$140K | 2.08% | 12 |
|
|
2025
Q1 | $3.19M | Buy |
9,680
+251
| +3% | +$82.8K | 1.91% | 15 |
|
|
2024
Q4 | $3.42M | Buy |
9,429
+86
| +0.9% | +$31.2K | 1.96% | 14 |
|
|
2024
Q3 | $3.65M | Sell |
9,343
-446
| -5% | -$174K | 2.26% | 12 |
|
|
2024
Q2 | $3.26M | Sell |
9,789
-381
| -4% | -$127K | 2.1% | 11 |
|
|
2024
Q1 | $3.73M | Buy |
10,170
+395
| +4% | +$145K | 2.45% | 11 |
|
|
2023
Q4 | $2.89M | Buy |
9,775
+46
| +0.5% | +$13.6K | 2.15% | 13 |
|
|
2023
Q3 | $2.66M | Buy |
9,729
+264
| +3% | +$72.1K | 2.12% | 14 |
|
|
2023
Q2 | $2.33M | Buy |
9,465
+351
| +4% | +$86.4K | 1.82% | 18 |
|
|
2023
Q1 | $2.09M | Buy |
9,114
+25
| +0.3% | +$5.72K | 1.76% | 21 |
|
|
2022
Q4 | $2.18M | Buy |
9,089
+91
| +1% | +$21.8K | 2.04% | 16 |
|
|
2022
Q3 | $1.48M | Buy |
8,998
+324
| +4% | +$53.1K | 1.45% | 23 |
|
|
2022
Q2 | $1.55M | Buy |
8,674
+112
| +1% | +$20K | 1.42% | 23 |
|
|
2022
Q1 | $1.91M | Buy |
8,562
+198
| +2% | +$44.1K | 1.56% | 22 |
|
|
2021
Q4 | $1.73M | Buy |
+8,364
| New | +$1.73M | 1.43% | 23 |
|