KWS
Keystone Wealth Services’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $614K | Buy |
1,581
+6
| +0.4% | +$2.33K | 0.15% | 156 |
|
|
2025
Q1 | $520K | Buy |
1,575
+125
| +9% | +$41.2K | 0.14% | 150 |
|
|
2024
Q4 | $526K | Sell |
1,450
-107
| -7% | -$38.8K | 0.14% | 147 |
|
|
2024
Q3 | $609K | Buy |
1,557
+108
| +7% | +$42.2K | 0.17% | 123 |
|
|
2024
Q2 | $483K | Buy |
1,449
+780
| +117% | +$260K | 0.15% | 133 |
|
|
2024
Q1 | $245K | Buy |
+669
| New | +$245K | 0.08% | 192 |
|