KWMG
King Wealth Management Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
3,477
+2
| +0.1% | +$777 | 0.18% | 52 |
|
|
2025
Q1 | $1.15M | Buy |
3,475
+157
| +5% | +$51.8K | 0.17% | 56 |
|
|
2024
Q4 | $1.2M | Buy |
3,318
+86
| +3% | +$31.2K | 0.18% | 55 |
|
|
2024
Q3 | $1.26M | Buy |
3,232
+14
| +0.4% | +$5.48K | 0.2% | 53 |
|
|
2024
Q2 | $1.07M | Buy |
3,218
+31
| +1% | +$10.3K | 0.18% | 58 |
|
|
2024
Q1 | $1.17M | Buy |
3,187
+47
| +1% | +$17.2K | 0.2% | 53 |
|
|
2023
Q4 | $928K | Sell |
3,140
-4
| -0.1% | -$1.18K | 0.18% | 60 |
|
|
2023
Q3 | $858K | Sell |
3,144
-9
| -0.3% | -$2.46K | 0.18% | 58 |
|
|
2023
Q2 | $776K | Sell |
3,153
-43
| -1% | -$10.6K | 0.16% | 63 |
|
|
2023
Q1 | $731K | Sell |
3,196
-18
| -0.6% | -$4.12K | 0.16% | 62 |
|
|
2022
Q4 | $770K | Sell |
3,214
-89
| -3% | -$21.3K | 0.18% | 64 |
|
|
2022
Q3 | $542K | Buy |
3,303
+2
| +0.1% | +$328 | 0.14% | 75 |
|
|
2022
Q2 | $590K | Buy |
3,301
+29
| +0.9% | +$5.18K | 0.14% | 73 |
|
|
2022
Q1 | $729K | Buy |
3,272
+2
| +0.1% | +$446 | 0.14% | 75 |
|
|
2021
Q4 | $676K | Buy |
3,270
+21
| +0.6% | +$4.34K | 0.13% | 83 |
|
|
2021
Q3 | $624K | Buy |
3,249
+42
| +1% | +$8.07K | 0.13% | 86 |
|
|
2021
Q2 | $698K | Sell |
3,207
-8
| -0.2% | -$1.74K | 0.14% | 80 |
|
|
2021
Q1 | $746K | Sell |
3,215
-499
| -13% | -$116K | 0.17% | 76 |
|
|
2020
Q4 | $676K | Sell |
3,714
-82
| -2% | -$14.9K | 0.16% | 76 |
|
|
2020
Q3 | $566K | Sell |
3,796
-44
| -1% | -$6.56K | 0.15% | 79 |
|
|
2020
Q2 | $486K | Sell |
3,840
-17
| -0.4% | -$2.15K | 0.14% | 81 |
|
|
2020
Q1 | $448K | Sell |
3,857
-155
| -4% | -$18K | 0.19% | 66 |
|
|
2019
Q4 | $592K | Sell |
4,012
-107
| -3% | -$15.8K | 0.16% | 61 |
|
|
2019
Q3 | $520K | Buy |
4,119
+3
| +0.1% | +$379 | 0.15% | 66 |
|
|
2019
Q2 | $561K | Buy |
4,116
+2
| +0% | +$273 | 0.17% | 64 |
|
|
2019
Q1 | $557K | Buy |
4,114
+2
| +0% | +$271 | 0.17% | 65 |
|
|
2018
Q4 | $523K | Buy |
4,112
+102
| +3% | +$13K | 0.19% | 62 |
|
|
2018
Q3 | $612K | Buy |
4,010
+76
| +2% | +$11.6K | 0.19% | 60 |
|
|
2018
Q2 | $534K | Buy |
3,934
+101
| +3% | +$13.7K | 0.18% | 61 |
|
|
2018
Q1 | $565K | Sell |
3,833
-179
| -4% | -$26.4K | 0.2% | 60 |
|
|
2017
Q4 | $632K | Hold |
4,012
| – | – | 0.22% | 61 |
|
|
2017
Q3 | $500K | Sell |
4,012
-136
| -3% | -$16.9K | 0.19% | 68 |
|
|
2017
Q2 | $446K | Buy |
4,148
+1
| +0% | +$108 | 0.18% | 77 |
|
|
2017
Q1 | $385K | Buy |
4,147
+81
| +2% | +$7.52K | 0.16% | 80 |
|
|
2016
Q4 | $377K | Buy |
4,066
+1,305
| +47% | +$121K | 0.17% | 77 |
|
|
2016
Q3 | $245K | Buy |
2,761
+42
| +2% | +$3.73K | 0.12% | 99 |
|
|
2016
Q2 | $206K | Sell |
2,719
-1,089
| -29% | -$82.5K | 0.11% | 101 |
|
|
2016
Q1 | $291K | Buy |
+3,808
| New | +$291K | 0.16% | 74 |
|
|
2015
Q3 | – | Sell |
-2,596
| Closed | -$220K | – | 109 |
|
|
2015
Q2 | $220K | Hold |
2,596
| – | – | 0.12% | 102 |
|
|
2015
Q1 | $208K | Sell |
2,596
-1,559
| -38% | -$125K | 0.12% | 102 |
|
|
2014
Q4 | $380K | Buy |
4,155
+1,254
| +43% | +$115K | 0.2% | 73 |
|
|
2014
Q3 | $287K | Buy |
2,901
+12
| +0.4% | +$1.19K | 0.18% | 78 |
|
|
2014
Q2 | $314K | Sell |
2,889
-39
| -1% | -$4.24K | 0.19% | 75 |
|
|
2014
Q1 | $291K | Buy |
2,928
+158
| +6% | +$15.7K | 0.2% | 73 |
|
|
2013
Q4 | $252K | Buy |
+2,770
| New | +$252K | 0.14% | 104 |
|