IFWM
Institute for Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Sell |
4,465
-250
| -5% | -$97.1K | 0.19% | 113 |
|
|
2025
Q1 | $1.56M | Sell |
4,715
-313
| -6% | -$103K | 0.2% | 114 |
|
|
2024
Q4 | $1.82M | Buy |
5,028
+78
| +2% | +$28.3K | 0.23% | 96 |
|
|
2024
Q3 | $1.94M | Buy |
4,950
+59
| +1% | +$23.1K | 0.24% | 90 |
|
|
2024
Q2 | $1.63M | Buy |
4,891
+137
| +3% | +$45.6K | 0.22% | 106 |
|
|
2024
Q1 | $1.74M | Sell |
4,754
-328
| -6% | -$120K | 0.22% | 93 |
|
|
2023
Q4 | $1.5M | Sell |
5,082
-55
| -1% | -$16.3K | 0.24% | 98 |
|
|
2023
Q3 | $1.4M | Sell |
5,137
-13
| -0.3% | -$3.55K | 0.25% | 94 |
|
|
2023
Q2 | $1.27M | Buy |
5,150
+2
| +0% | +$492 | 0.21% | 111 |
|
|
2023
Q1 | $1.18M | Sell |
5,148
-24
| -0.5% | -$5.49K | 0.23% | 112 |
|
|
2022
Q4 | $1.24M | Sell |
5,172
-104
| -2% | -$24.9K | 0.26% | 104 |
|
|
2022
Q3 | $866K | Sell |
5,276
-7
| -0.1% | -$1.15K | 0.19% | 139 |
|
|
2022
Q2 | $944K | Hold |
5,283
| – | – | 0.19% | 139 |
|
|
2022
Q1 | $1.18M | Buy |
5,283
+96
| +2% | +$21.4K | 0.19% | 127 |
|
|
2021
Q4 | $1.07M | Sell |
5,187
-37
| -0.7% | -$7.65K | 0.17% | 146 |
|
|
2021
Q3 | $1M | Sell |
5,224
-127
| -2% | -$24.4K | 0.18% | 148 |
|
|
2021
Q2 | $1.17M | Buy |
5,351
+137
| +3% | +$29.8K | 0.2% | 125 |
|
|
2021
Q1 | $1.21M | Buy |
5,214
+50
| +1% | +$11.6K | 0.23% | 113 |
|
|
2020
Q4 | $940K | Sell |
5,164
-73
| -1% | -$13.3K | 0.19% | 135 |
|
|
2020
Q3 | $781K | Sell |
5,237
-1,216
| -19% | -$181K | 0.18% | 145 |
|
|
2020
Q2 | $816K | Buy |
6,453
+34
| +0.5% | +$4.3K | 0.2% | 133 |
|
|
2020
Q1 | $745K | Sell |
6,419
-169
| -3% | -$19.6K | 0.23% | 118 |
|
|
2019
Q4 | $973K | Sell |
6,588
-116
| -2% | -$17.1K | 0.22% | 125 |
|
|
2019
Q3 | $847K | Sell |
6,704
-748
| -10% | -$94.5K | 0.21% | 140 |
|
|
2019
Q2 | $1.02M | Buy |
7,452
+962
| +15% | +$131K | 0.22% | 130 |
|
|
2019
Q1 | $881K | Buy |
+6,490
| New | +$881K | 0.19% | 146 |
|
|
2018
Q1 | – | Sell |
-6,301
| Closed | -$993K | – | 270 |
|
|
2017
Q4 | $993K | Buy |
+6,301
| New | +$993K | 0.23% | 131 |
|
|
2017
Q3 | – | Sell |
-6,126
| Closed | -$661K | – | 265 |
|
|
2017
Q2 | $661K | Buy |
+6,126
| New | +$661K | 0.18% | 181 |
|