IPW
IronBridge Private Wealth’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.18M | Sell |
12,665
-437
| -3% | -$144K | 1.65% | 22 |
|
|
2024
Q4 | $4.75M | Sell |
13,102
-626
| -5% | -$227K | 1.74% | 16 |
|
|
2024
Q3 | $5.37M | Buy |
13,728
+73
| +0.5% | +$28.6K | 2.01% | 16 |
|
|
2024
Q2 | $4.55M | Sell |
13,655
-205
| -1% | -$68.3K | 1.7% | 21 |
|
|
2024
Q1 | $5.08M | Sell |
13,860
-392
| -3% | -$144K | 2.11% | 17 |
|
|
2023
Q4 | $4.21M | Sell |
14,252
-189
| -1% | -$55.9K | 2.05% | 21 |
|
|
2023
Q3 | $3.94M | Buy |
14,441
+955
| +7% | +$261K | 2.14% | 15 |
|
|
2023
Q2 | $3.32M | Buy |
+13,486
| New | +$3.32M | 1.87% | 20 |
|
|
2022
Q1 | – | Sell |
-163
| Closed | -$34K | – | 71 |
|
|
2021
Q4 | $34K | Hold |
163
| – | – | 0.02% | 91 |
|
|
2021
Q3 | $31K | Hold |
163
| – | – | 0.02% | 69 |
|
|
2021
Q2 | $35K | Hold |
163
| – | – | 0.02% | 70 |
|
|
2021
Q1 | $38K | Hold |
163
| – | – | 0.02% | 64 |
|
|
2020
Q4 | $30K | Buy |
+163
| New | +$30K | 0.02% | 69 |
|