MWM
Mattern Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.91M | Sell |
10,083
-20
| -0.2% | -$7.77K | 0.81% | 24 |
|
|
2025
Q1 | $3.33M | Buy |
10,103
+625
| +7% | +$206K | 0.74% | 29 |
|
|
2024
Q4 | $3.44M | Buy |
9,478
+3,349
| +55% | +$1.21M | 0.76% | 26 |
|
|
2024
Q3 | $2.4M | Sell |
6,129
-21
| -0.3% | -$8.21K | 0.53% | 41 |
|
|
2024
Q2 | $2.05M | Buy |
6,150
+450
| +8% | +$150K | 0.49% | 54 |
|
|
2024
Q1 | $2.09M | Buy |
5,700
+1
| +0% | +$366 | 0.51% | 62 |
|
|
2023
Q4 | $1.69M | Sell |
5,699
-161
| -3% | -$47.6K | 0.43% | 65 |
|
|
2023
Q3 | $1.6M | Sell |
5,860
-74
| -1% | -$20.2K | 0.47% | 62 |
|
|
2023
Q2 | $1.46M | Sell |
5,934
-201
| -3% | -$49.5K | 0.43% | 67 |
|
|
2023
Q1 | $1.4M | Sell |
6,135
-100
| -2% | -$22.9K | 0.46% | 71 |
|
|
2022
Q4 | $1.49M | Hold |
6,235
| – | – | 0.6% | 57 |
|
|
2022
Q3 | $1.02M | Buy |
6,235
+10
| +0.2% | +$1.64K | 0.41% | 67 |
|
|
2022
Q2 | $1.11M | Hold |
6,225
| – | – | 0.44% | 64 |
|
|
2022
Q1 | $1.39M | Sell |
6,225
-6
| -0.1% | -$1.34K | 0.45% | 63 |
|
|
2021
Q4 | $1.29M | Sell |
6,231
-100
| -2% | -$20.7K | 0.38% | 67 |
|
|
2021
Q3 | $1.22M | Buy |
6,331
+6
| +0.1% | +$1.15K | 0.41% | 66 |
|
|
2021
Q2 | $1.32M | Sell |
6,325
-150
| -2% | -$31.2K | 0.42% | 66 |
|
|
2021
Q1 | $1.5M | Buy |
6,475
+100
| +2% | +$23.2K | 0.53% | 52 |
|
|
2020
Q4 | $1.16M | Buy |
6,375
+368
| +6% | +$67K | 0.44% | 68 |
|
|
2020
Q3 | $896K | Sell |
6,007
-25
| -0.4% | -$3.73K | 0.38% | 75 |
|
|
2020
Q2 | $763K | Buy |
6,032
+700
| +13% | +$88.5K | 0.37% | 78 |
|
|
2020
Q1 | $619K | Buy |
5,332
+600
| +13% | +$69.7K | 0.45% | 71 |
|
|
2019
Q4 | $699K | Buy |
+4,732
| New | +$699K | 0.42% | 77 |
|