MSWM
McGlone Suttner Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Buy |
4,023
+55
| +1% | +$21.4K | 0.24% | 45 |
|
|
2025
Q1 | $1.31M | Buy |
3,968
+341
| +9% | +$112K | 0.21% | 50 |
|
|
2024
Q4 | $1.32M | Sell |
3,627
-19
| -0.5% | -$6.89K | 0.22% | 49 |
|
|
2024
Q3 | $1.43M | Buy |
3,646
+464
| +15% | +$182K | 0.3% | 43 |
|
|
2024
Q2 | $941K | Sell |
3,182
-555
| -15% | -$164K | 0.19% | 57 |
|
|
2024
Q1 | $1.37M | Buy |
3,737
+555
| +17% | +$203K | 0.26% | 45 |
|
|
2023
Q4 | $941K | Buy |
3,182
+328
| +11% | +$97K | 0.19% | 57 |
|
|
2023
Q3 | $779K | Buy |
2,854
+139
| +5% | +$38K | 0.18% | 60 |
|
|
2023
Q2 | $668K | Buy |
2,715
+166
| +7% | +$40.9K | 0.15% | 67 |
|
|
2023
Q1 | $583K | Buy |
2,549
+82
| +3% | +$18.8K | 0.15% | 65 |
|
|
2022
Q4 | $591K | Buy |
+2,467
| New | +$591K | 0.19% | 61 |
|