MGWM
Marks Group Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $821K | Buy |
2,115
+21
| +1% | +$8.15K | 0.08% | 192 |
|
|
2025
Q1 | $691K | Sell |
2,094
-117
| -5% | -$38.6K | 0.07% | 210 |
|
|
2024
Q4 | $802K | Buy |
2,211
+161
| +8% | +$58.4K | 0.08% | 186 |
|
|
2024
Q3 | $802K | Sell |
2,050
-184
| -8% | -$72K | 0.08% | 186 |
|
|
2024
Q2 | $744K | Hold |
2,234
| – | – | 0.08% | 189 |
|
|
2024
Q1 | $819K | Hold |
2,234
| – | – | 0.09% | 180 |
|
|
2023
Q4 | $661K | Buy |
2,234
+86
| +4% | +$25.4K | 0.08% | 192 |
|
|
2023
Q3 | $586K | Buy |
2,148
+400
| +23% | +$109K | 0.07% | 196 |
|
|
2023
Q2 | $430K | Hold |
1,748
| – | – | 0.05% | 221 |
|
|
2023
Q1 | $400K | Hold |
1,748
| – | – | 0.05% | 224 |
|
|
2022
Q4 | $419K | Hold |
1,748
| – | – | 0.06% | 219 |
|
|
2022
Q3 | $287K | Sell |
1,748
-247
| -12% | -$40.6K | 0.04% | 240 |
|
|
2022
Q2 | $357K | Buy |
1,995
+51
| +3% | +$9.13K | 0.05% | 231 |
|
|
2022
Q1 | $433K | Buy |
1,944
+154
| +9% | +$34.3K | 0.05% | 246 |
|
|
2021
Q4 | $368K | Buy |
1,790
+698
| +64% | +$143K | 0.04% | 255 |
|
|
2021
Q3 | $210K | Buy |
+1,092
| New | +$210K | 0.03% | 277 |
|
|
2021
Q2 | – | Sell |
-945
| Closed | -$215K | – | 272 |
|
|
2021
Q1 | $215K | Sell |
945
-978
| -51% | -$223K | 0.03% | 235 |
|
|
2020
Q4 | $350K | Sell |
1,923
-294
| -13% | -$53.5K | 0.05% | 195 |
|
|
2020
Q3 | $331K | Buy |
2,217
+41
| +2% | +$6.12K | 0.06% | 195 |
|
|
2020
Q2 | $275K | Buy |
+2,176
| New | +$275K | 0.06% | 200 |
|