MW
MBL Wealth’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $804K | Buy |
2,071
+92
| +5% | +$35.7K | 0.08% | 113 |
|
|
2025
Q1 | $653K | Buy |
1,979
+92
| +5% | +$30.3K | 0.07% | 118 |
|
|
2024
Q4 | $685K | Sell |
1,887
-164
| -8% | -$59.5K | 0.07% | 113 |
|
|
2024
Q3 | $802K | Buy |
2,051
+606
| +42% | +$237K | 0.09% | 108 |
|
|
2024
Q2 | $481K | Sell |
1,445
-193
| -12% | -$64.3K | 0.05% | 128 |
|
|
2024
Q1 | $600K | Sell |
1,638
-170
| -9% | -$62.3K | 0.07% | 116 |
|
|
2023
Q4 | $535K | Buy |
+1,808
| New | +$535K | 0.07% | 116 |
|
|
2022
Q2 | – | Sell |
-1,134
| Closed | -$253K | – | 152 |
|
|
2022
Q1 | $253K | Buy |
+1,134
| New | +$253K | 0.06% | 144 |
|
|
2021
Q1 | $258K | Sell |
1,115
-860
| -44% | -$199K | 0.09% | 129 |
|
|
2020
Q4 | $359K | Buy |
+1,975
| New | +$359K | 0.14% | 89 |
|