GWM
Guardian Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $897K | Sell |
2,311
-5
| -0.2% | -$1.94K | 0.6% | 44 |
|
|
2025
Q1 | $764K | Sell |
2,316
-4
| -0.2% | -$1.32K | 0.51% | 48 |
|
|
2024
Q4 | $841K | Sell |
2,320
-23
| -1% | -$8.34K | 0.57% | 46 |
|
|
2024
Q3 | $916K | Sell |
2,343
-59
| -2% | -$23.1K | 0.65% | 44 |
|
|
2024
Q2 | $800K | Buy |
2,402
+244
| +11% | +$81.3K | 0.61% | 45 |
|
|
2024
Q1 | $791K | Sell |
2,158
-34
| -2% | -$12.5K | 0.61% | 47 |
|
|
2023
Q4 | $648K | Buy |
2,192
+528
| +32% | +$156K | 0.55% | 48 |
|
|
2023
Q3 | $454K | Buy |
1,664
+2
| +0.1% | +$546 | 0.43% | 52 |
|
|
2023
Q2 | $409K | Sell |
1,662
-33
| -2% | -$8.12K | 0.37% | 58 |
|
|
2023
Q1 | $388K | Buy |
1,695
+354
| +26% | +$81K | 0.37% | 58 |
|
|
2022
Q4 | $321K | Sell |
1,341
-6
| -0.4% | -$1.44K | 0.32% | 61 |
|
|
2022
Q3 | $221K | Buy |
1,347
+7
| +0.5% | +$1.15K | 0.25% | 70 |
|
|
2022
Q2 | $240K | Buy |
1,340
+6
| +0.4% | +$1.08K | 0.26% | 70 |
|
|
2022
Q1 | $297K | Buy |
1,334
+46
| +4% | +$10.2K | 0.3% | 68 |
|
|
2021
Q4 | $266K | Buy |
+1,288
| New | +$266K | 0.26% | 69 |
|