MWM
MBE Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Sell |
775
-13
| -2% | -$5.05K | 0.13% | 95 |
|
|
2025
Q1 | $260K | Buy |
788
+71
| +10% | +$23.4K | 0.12% | 99 |
|
|
2024
Q4 | $260K | Buy |
717
+191
| +36% | +$69.3K | 0.15% | 75 |
|
|
2024
Q3 | $206K | Buy |
+526
| New | +$206K | 0.11% | 96 |
|
|
2020
Q2 | – | Sell |
-25
| Closed | -$2K | – | 114 |
|
|
2020
Q1 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 445 |
|