MWM
Mascoma Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.1K | Hold |
75
| – | – | 0.01% | 235 |
|
|
2025
Q1 | $24.7K | Hold |
75
| – | – | 0.01% | 250 |
|
|
2024
Q4 | $27.2K | Hold |
75
| – | – | 0.01% | 253 |
|
|
2024
Q3 | $29.3K | Hold |
75
| – | – | 0.01% | 236 |
|
|
2024
Q2 | $25K | Sell |
75
-80
| -52% | -$26.6K | 0.01% | 251 |
|
|
2024
Q1 | $56.8K | Hold |
155
| – | – | 0.02% | 173 |
|
|
2023
Q4 | $45.8K | Hold |
155
| – | – | 0.01% | 193 |
|
|
2023
Q3 | $42.3K | Hold |
155
| – | – | 0.01% | 205 |
|
|
2023
Q2 | $43.8K | Hold |
155
| – | – | 0.01% | 202 |
|
|
2023
Q1 | $33.9K | Hold |
155
| – | – | 0.01% | 276 |
|
|
2022
Q4 | $37.1K | Hold |
155
| – | – | 0.01% | 268 |
|
|
2022
Q3 | $25K | Hold |
155
| – | – | 0.01% | 310 |
|
|
2022
Q2 | $28K | Hold |
155
| – | – | 0.01% | 307 |
|
|
2022
Q1 | $35K | Hold |
155
| – | – | 0.01% | 311 |
|
|
2021
Q4 | $32K | Sell |
155
-250
| -62% | -$51.6K | 0.01% | 268 |
|
|
2021
Q3 | $78K | Buy |
+405
| New | +$78K | 0.03% | 172 |
|
|
2021
Q2 | – | Sell |
-505
| Closed | -$117K | – | 157 |
|
|
2021
Q1 | $117K | Buy |
+505
| New | +$117K | 0.05% | 138 |
|
|
2019
Q3 | $268K | Hold |
2,125
| – | – | 0.17% | 64 |
|
|
2019
Q2 | $290K | Sell |
2,125
-500
| -19% | -$68.2K | 0.18% | 61 |
|
|
2019
Q1 | $356K | Hold |
2,625
| – | – | 0.24% | 52 |
|
|
2018
Q4 | $334K | Hold |
2,625
| – | – | 0.25% | 49 |
|
|
2018
Q3 | $400K | Hold |
2,625
| – | – | 0.26% | 47 |
|
|
2018
Q2 | $356K | Buy |
2,625
+25
| +1% | +$3.39K | 0.25% | 50 |
|
|
2018
Q1 | $383K | Hold |
2,600
| – | – | 0.25% | 48 |
|
|
2017
Q4 | $409K | Sell |
2,600
-1,000
| -28% | -$157K | 0.25% | 42 |
|
|
2017
Q3 | $449K | Hold |
3,600
| – | – | 0.3% | 43 |
|
|
2017
Q2 | $387K | Buy |
3,600
+200
| +6% | +$21.5K | 0.26% | 44 |
|
|
2017
Q1 | $315K | Hold |
3,400
| – | – | 0.23% | 42 |
|
|
2016
Q4 | $315K | Buy |
+3,400
| New | +$315K | 0.23% | 42 |
|