KWMG LLC’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $240K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $68K | Hold |
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|
2018
Q4 | $64K | Hold |
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|
2018
Q3 | $76K | Hold |
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|
2018
Q2 | $68K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $2.06M | Sell |
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|
2016
Q3 | $2.11M | Buy |
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|
2016
Q2 | $1.73M | Buy |
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|
2016
Q1 | $1.7M | Buy |
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|
2015
Q4 | $1.39M | Buy |
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|
2015
Q3 | $1.26M | Buy |
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|
2015
Q2 | $1.53M | Buy |
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|
2015
Q1 | $1.46M | Buy |
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|
2014
Q4 | $883K | Buy |
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