KMWM
Keudell/Morrison Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.32M | Sell |
5,978
-174
| -3% | -$67.5K | 0.51% | 38 |
|
|
2025
Q1 | $2.03M | Buy |
6,152
+179
| +3% | +$59K | 0.48% | 41 |
|
|
2024
Q4 | $2.17M | Buy |
5,973
+1
| +0% | +$363 | 0.56% | 36 |
|
|
2024
Q3 | $2.34M | Hold |
5,972
| – | – | 0.63% | 33 |
|
|
2024
Q2 | $1.99M | Hold |
5,972
| – | – | 0.58% | 38 |
|
|
2024
Q1 | $2.19M | Sell |
5,972
-15
| -0.3% | -$5.5K | 0.66% | 32 |
|
|
2023
Q4 | $1.77M | Hold |
5,987
| – | – | 0.58% | 33 |
|
|
2023
Q3 | $1.63M | Hold |
5,987
| – | – | 0.5% | 38 |
|
|
2023
Q2 | $1.47M | Hold |
5,987
| – | – | 0.42% | 43 |
|
|
2023
Q1 | $1.37M | Sell |
5,987
-132
| -2% | -$30.2K | 0.4% | 44 |
|
|
2022
Q4 | $1.47M | Sell |
6,119
-22
| -0.4% | -$5.27K | 0.47% | 42 |
|
|
2022
Q3 | $1.01M | Buy |
6,141
+178
| +3% | +$29.2K | 0.38% | 52 |
|
|
2022
Q2 | $1.07M | Buy |
5,963
+7
| +0.1% | +$1.25K | 0.39% | 55 |
|
|
2022
Q1 | $1.33M | Hold |
5,956
| – | – | 0.55% | 49 |
|
|
2021
Q4 | $1.23M | Buy |
5,956
+25
| +0.4% | +$5.17K | 0.49% | 52 |
|
|
2021
Q3 | $1.14M | Buy |
5,931
+165
| +3% | +$31.7K | 0.49% | 51 |
|
|
2021
Q2 | $1.26M | Buy |
5,766
+10
| +0.2% | +$2.18K | 0.69% | 48 |
|
|
2021
Q1 | $1.34M | Buy |
5,756
+119
| +2% | +$27.6K | 0.77% | 39 |
|
|
2020
Q4 | $1.03M | Sell |
5,637
-15
| -0.3% | -$2.73K | 0.65% | 48 |
|
|
2020
Q3 | $843K | Sell |
5,652
-1,000
| -15% | -$149K | 0.54% | 57 |
|
|
2020
Q2 | $841K | Buy |
6,652
+48
| +0.7% | +$6.07K | 0.7% | 49 |
|
|
2020
Q1 | $766K | Buy |
6,604
+177
| +3% | +$20.5K | 0.75% | 48 |
|
|
2019
Q4 | $949K | Hold |
6,427
| – | – | 0.66% | 49 |
|
|
2019
Q3 | $812K | Sell |
6,427
-450
| -7% | -$56.9K | 0.67% | 52 |
|
|
2019
Q2 | $831K | Sell |
6,877
-28
| -0.4% | -$3.38K | 0.73% | 45 |
|
|
2019
Q1 | $936K | Buy |
+6,905
| New | +$936K | 0.82% | 42 |
|