LWM
LongView Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Buy |
+602
| New | +$234K | 0.07% | 198 |
|
|
2025
Q1 | – | Sell |
-602
| Closed | -$218K | – | 203 |
|
|
2024
Q4 | $218K | Sell |
602
-50
| -8% | -$18.1K | 0.07% | 192 |
|
|
2024
Q3 | $255K | Sell |
652
-12
| -2% | -$4.7K | 0.08% | 174 |
|
|
2024
Q2 | $221K | Sell |
664
-71
| -10% | -$23.7K | 0.08% | 171 |
|
|
2024
Q1 | $269K | Sell |
735
-30
| -4% | -$11K | 0.11% | 152 |
|
|
2023
Q4 | $224K | Buy |
+765
| New | +$224K | 0.1% | 162 |
|