FWTB
First Western Trust Bank’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $438K | Hold |
1,128
| – | – | 0.02% | 125 |
|
|
2025
Q1 | $372K | Hold |
1,128
| – | – | 0.02% | 137 |
|
|
2024
Q4 | $409K | Sell |
1,128
-17
| -1% | -$6.17K | 0.02% | 133 |
|
|
2024
Q3 | $448K | Hold |
1,145
| – | – | 0.02% | 137 |
|
|
2024
Q2 | $381K | Sell |
1,145
-682
| -37% | -$227K | 0.02% | 135 |
|
|
2024
Q1 | $669K | Hold |
1,827
| – | – | 0.03% | 112 |
|
|
2023
Q4 | $540K | Buy |
1,827
+3
| +0.2% | +$887 | 0.03% | 120 |
|
|
2023
Q3 | $498K | Sell |
1,824
-159
| -8% | -$43.4K | 0.03% | 117 |
|
|
2023
Q2 | $488K | Buy |
1,983
+105
| +6% | +$25.8K | 0.02% | 123 |
|
|
2023
Q1 | $430K | Hold |
1,878
| – | – | 0.02% | 132 |
|
|
2022
Q4 | $450K | Sell |
1,878
-2
| -0.1% | -$479 | 0.03% | 123 |
|
|
2022
Q3 | $308K | Sell |
1,880
-843
| -31% | -$138K | 0.02% | 134 |
|
|
2022
Q2 | $500K | Sell |
2,723
-380
| -12% | -$69.8K | 0.03% | 113 |
|
|
2022
Q1 | $692K | Buy |
+3,103
| New | +$692K | 0.04% | 109 |
|