MWM
MinichMacGregor Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346K | Sell |
890
-21
| -2% | -$8.15K | 0.07% | 93 |
|
|
2025
Q1 | $300K | Sell |
911
-416
| -31% | -$137K | 0.07% | 95 |
|
|
2024
Q4 | $481K | Buy |
1,327
+101
| +8% | +$36.6K | 0.1% | 70 |
|
|
2024
Q3 | $479K | Buy |
1,226
+28
| +2% | +$11K | 0.1% | 67 |
|
|
2024
Q2 | $399K | Buy |
1,198
+52
| +5% | +$17.3K | 0.1% | 70 |
|
|
2024
Q1 | $417K | Buy |
1,146
+104
| +10% | +$37.8K | 0.11% | 67 |
|
|
2023
Q4 | $308K | Buy |
1,042
+89
| +9% | +$26.3K | 0.09% | 78 |
|
|
2023
Q3 | $260K | Buy |
+953
| New | +$260K | 0.09% | 81 |
|
|
2023
Q1 | – | Sell |
-757
| Closed | -$181K | – | 173 |
|
|
2022
Q4 | $181K | Buy |
+757
| New | +$181K | 0.07% | 84 |
|
|
2019
Q1 | – | Sell |
-2,501
| Closed | -$312K | – | 59 |
|
|
2018
Q4 | $312K | Buy |
2,501
+1,386
| +124% | +$173K | 0.21% | 79 |
|
|
2018
Q3 | $169K | Sell |
1,115
-1
| -0.1% | -$152 | 0.11% | 49 |
|
|
2018
Q2 | $152K | Buy |
1,116
+3
| +0.3% | +$409 | 0.11% | 50 |
|
|
2018
Q1 | $164K | Sell |
1,113
-2
| -0.2% | -$295 | 0.13% | 45 |
|
|
2017
Q4 | $175K | Buy |
1,115
+18
| +2% | +$2.83K | 0.14% | 45 |
|
|
2017
Q3 | $136K | Sell |
1,097
-454
| -29% | -$56.3K | 0.11% | 51 |
|
|
2017
Q2 | $166K | Buy |
1,551
+8
| +0.5% | +$856 | 0.14% | 45 |
|
|
2017
Q1 | $143K | Buy |
1,543
+179
| +13% | +$16.6K | 0.13% | 48 |
|
|
2016
Q4 | $126K | Sell |
1,364
-270
| -17% | -$24.9K | 0.12% | 50 |
|
|
2016
Q3 | $145K | Buy |
1,634
+8
| +0.5% | +$710 | 0.14% | 45 |
|
|
2016
Q2 | $123K | Buy |
1,626
+12
| +0.7% | +$908 | 0.12% | 51 |
|
|
2016
Q1 | $123K | Buy |
1,614
+41
| +3% | +$3.13K | 0.12% | 51 |
|
|
2015
Q4 | $134K | Buy |
+1,573
| New | +$134K | 0.12% | 49 |
|