KWM
CAT icon

Kolinsky Wealth Management’s Caterpillar CAT Stock Holding History

Kolinsky Wealth Management’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$245K Buy
675
+19
+3% +$7.37K 0.15% 138
2024
Q3 		$257K Buy
656
+16
+3% +$5.53K 0.17% 138
2024
Q2 		$213K Buy
640
+79
+14% +$27.4K 0.15% 143
2024
Q1 		$206K Sell
561
-232
-29% -$74.2K 0.16% 137
2023
Q4 		$234K Sell
793
-304
-28% -$78.9K 0.21% 119
2023
Q3 		$299K Buy
+1,097
New +$298K 0.3% 82

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