MWPCG
Measured Wealth Private Client Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Sell |
852
-464
| -35% | -$180K | 0.1% | 134 |
|
|
2025
Q1 | $434K | Sell |
1,316
-1,176
| -47% | -$388K | 0.14% | 101 |
|
|
2024
Q4 | $904K | Sell |
2,492
-20
| -0.8% | -$7.26K | 0.29% | 46 |
|
|
2024
Q3 | $982K | Sell |
2,512
-163
| -6% | -$63.8K | 0.33% | 43 |
|
|
2024
Q2 | $891K | Buy |
2,675
+570
| +27% | +$190K | 0.31% | 45 |
|
|
2024
Q1 | $771K | Buy |
2,105
+943
| +81% | +$346K | 0.27% | 61 |
|
|
2023
Q4 | $344K | Buy |
1,162
+42
| +4% | +$12.4K | 0.13% | 118 |
|
|
2023
Q3 | $306K | Buy |
1,120
+83
| +8% | +$22.7K | 0.12% | 121 |
|
|
2023
Q2 | $255K | Buy |
1,037
+115
| +12% | +$28.3K | 0.1% | 154 |
|
|
2023
Q1 | $211K | Buy |
+922
| New | +$211K | 0.08% | 168 |
|
|
2018
Q4 | – | Sell |
-1,475
| Closed | -$224K | – | 189 |
|
|
2018
Q3 | $224K | Buy |
+1,475
| New | +$224K | 0.13% | 133 |
|