KOMWMG
Kerntke Otto McGlone Wealth Management Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $267K | Buy |
687
+6
| +0.9% | +$2.33K | 0.21% | 71 |
|
|
2025
Q1 | $225K | Buy |
681
+17
| +3% | +$5.61K | 0.2% | 74 |
|
|
2024
Q4 | $241K | Buy |
664
+1
| +0.2% | +$363 | 0.18% | 73 |
|
|
2024
Q3 | $259K | Sell |
663
-9
| -1% | -$3.52K | 0.22% | 67 |
|
|
2024
Q2 | $224K | Buy |
672
+1
| +0.1% | +$333 | 0.21% | 67 |
|
|
2024
Q1 | $246K | Sell |
671
-13
| -2% | -$4.77K | 0.24% | 59 |
|
|
2023
Q4 | $202K | Buy |
+684
| New | +$202K | 0.2% | 64 |
|
|
2021
Q3 | – | Sell |
-1,006
| Closed | -$219K | – | 52 |
|
|
2021
Q2 | $219K | Buy |
+1,006
| New | +$219K | 0.09% | 119 |
|