KWM
Kingsview Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.33M | Buy |
11,159
+86
| +0.8% | +$33.4K | 0.07% | 273 |
|
|
2025
Q1 | $3.65M | Sell |
11,073
-86
| -0.8% | -$28.4K | 0.07% | 264 |
|
|
2024
Q4 | $4.05M | Sell |
11,159
-577
| -5% | -$209K | 0.08% | 237 |
|
|
2024
Q3 | $4.59M | Buy |
11,736
+78
| +0.7% | +$30.5K | 0.1% | 209 |
|
|
2024
Q2 | $3.88M | Sell |
11,658
-345
| -3% | -$115K | 0.09% | 214 |
|
|
2024
Q1 | $4.4M | Sell |
12,003
-182
| -1% | -$66.7K | 0.11% | 186 |
|
|
2023
Q4 | $3.6M | Sell |
12,185
-1,483
| -11% | -$438K | 0.11% | 181 |
|
|
2023
Q3 | $3.73M | Buy |
13,668
+380
| +3% | +$104K | 0.13% | 179 |
|
|
2023
Q2 | $3.27M | Buy |
13,288
+1,459
| +12% | +$359K | 0.13% | 174 |
|
|
2023
Q1 | $2.71M | Sell |
11,829
-640
| -5% | -$146K | 0.11% | 191 |
|
|
2022
Q4 | $2.99M | Sell |
12,469
-64
| -0.5% | -$15.3K | 0.13% | 184 |
|
|
2022
Q3 | $2.06M | Buy |
12,533
+771
| +7% | +$126K | 0.1% | 224 |
|
|
2022
Q2 | $2.1M | Sell |
11,762
-254
| -2% | -$45.4K | 0.1% | 216 |
|
|
2022
Q1 | $2.68M | Buy |
12,016
+1,348
| +13% | +$300K | 0.12% | 186 |
|
|
2021
Q4 | $2.21M | Buy |
10,668
+1,844
| +21% | +$381K | 0.09% | 226 |
|
|
2021
Q3 | $1.69M | Sell |
8,824
-964
| -10% | -$185K | 0.08% | 258 |
|
|
2021
Q2 | $2.12M | Buy |
9,788
+3,478
| +55% | +$754K | 0.1% | 211 |
|
|
2021
Q1 | $1.47M | Buy |
6,310
+77
| +1% | +$17.9K | 0.08% | 248 |
|
|
2020
Q4 | $1.13M | Buy |
6,233
+1,119
| +22% | +$204K | 0.08% | 250 |
|
|
2020
Q3 | $763K | Sell |
5,114
-958
| -16% | -$143K | 0.07% | 277 |
|
|
2020
Q2 | $768K | Sell |
6,072
-608
| -9% | -$76.9K | 0.08% | 250 |
|
|
2020
Q1 | $775K | Buy |
6,680
+144
| +2% | +$16.7K | 0.1% | 211 |
|
|
2019
Q4 | $965K | Buy |
6,536
+1,456
| +29% | +$215K | 0.12% | 196 |
|
|
2019
Q3 | $642K | Sell |
5,080
-103
| -2% | -$13K | 0.1% | 217 |
|
|
2019
Q2 | $706K | Buy |
5,183
+102
| +2% | +$13.9K | 0.12% | 193 |
|
|
2019
Q1 | $688K | Buy |
5,081
+898
| +21% | +$122K | 0.1% | 222 |
|
|
2018
Q4 | $532K | Sell |
4,183
-7,053
| -63% | -$897K | 0.12% | 211 |
|
|
2018
Q3 | $1.71M | Sell |
11,236
-114
| -1% | -$17.4K | 0.35% | 89 |
|
|
2018
Q2 | $1.54M | Buy |
11,350
+3,560
| +46% | +$483K | 0.37% | 84 |
|
|
2018
Q1 | $1.15M | Buy |
7,790
+1,476
| +23% | +$218K | 0.29% | 104 |
|
|
2017
Q4 | $995K | Buy |
6,314
+3,867
| +158% | +$609K | 0.36% | 85 |
|
|
2017
Q3 | $305K | Buy |
2,447
+568
| +30% | +$70.8K | 0.13% | 207 |
|
|
2017
Q2 | $202K | Buy |
+1,879
| New | +$202K | 0.1% | 238 |
|