FWP
Firethorn Wealth Partners’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $725K | Buy |
1,869
+1
| +0.1% | +$388 | 0.31% | 71 |
|
|
2025
Q1 | $616K | Buy |
1,868
+15
| +0.8% | +$4.95K | 0.29% | 81 |
|
|
2024
Q4 | $672K | Buy |
1,853
+5
| +0.3% | +$1.81K | 0.33% | 62 |
|
|
2024
Q3 | $723K | Buy |
1,848
+6
| +0.3% | +$2.35K | 0.37% | 61 |
|
|
2024
Q2 | $613K | Buy |
1,842
+5
| +0.3% | +$1.67K | 0.35% | 62 |
|
|
2024
Q1 | $673K | Buy |
1,837
+12
| +0.7% | +$4.4K | 0.4% | 53 |
|
|
2023
Q4 | $540K | Buy |
1,825
+296
| +19% | +$87.5K | 0.35% | 59 |
|
|
2023
Q3 | $417K | Buy |
1,529
+6
| +0.4% | +$1.64K | 0.32% | 65 |
|
|
2023
Q2 | $375K | Buy |
1,523
+5
| +0.3% | +$1.23K | 0.28% | 69 |
|
|
2023
Q1 | $330K | Buy |
1,518
+4
| +0.3% | +$869 | 0.26% | 71 |
|
|
2022
Q4 | $363K | Buy |
+1,514
| New | +$363K | 0.31% | 71 |
|
|
2022
Q3 | – | Sell |
-1,061
| Closed | -$207K | – | 123 |
|
|
2022
Q2 | $207K | Buy |
1,061
+4
| +0.4% | +$780 | 0.17% | 115 |
|
|
2022
Q1 | $235K | Buy |
1,057
+9
| +0.9% | +$2K | 0.18% | 113 |
|
|
2021
Q4 | $217K | Buy |
+1,048
| New | +$217K | 0.16% | 119 |
|
|
2021
Q2 | $228K | Sell |
1,050
-10
| -0.9% | -$2.17K | 0.19% | 109 |
|
|
2021
Q1 | $246K | Buy |
+1,060
| New | +$246K | 0.23% | 98 |
|