KWM
Kolinsky Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $245K | Buy |
675
+19
| +3% | +$6.89K | 0.15% | 138 |
|
|
2024
Q3 | $257K | Buy |
656
+16
| +3% | +$6.26K | 0.17% | 138 |
|
|
2024
Q2 | $213K | Buy |
640
+79
| +14% | +$26.3K | 0.15% | 143 |
|
|
2024
Q1 | $206K | Sell |
561
-232
| -29% | -$85K | 0.16% | 137 |
|
|
2023
Q4 | $234K | Sell |
793
-304
| -28% | -$89.9K | 0.21% | 119 |
|
|
2023
Q3 | $299K | Buy |
+1,097
| New | +$299K | 0.3% | 82 |
|