MWM
Moran Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.4M | Sell |
60,362
-868
| -1% | -$337K | 0.72% | 29 |
|
|
2025
Q1 | $20.2M | Buy |
61,230
+6,352
| +12% | +$2.09M | 0.68% | 35 |
|
|
2024
Q4 | $19.9M | Sell |
54,878
-321
| -0.6% | -$116K | 0.64% | 42 |
|
|
2024
Q3 | $21.6M | Sell |
55,199
-111
| -0.2% | -$43.4K | 0.66% | 43 |
|
|
2024
Q2 | $18.4M | Buy |
55,310
+532
| +1% | +$177K | 0.61% | 47 |
|
|
2024
Q1 | $20.1M | Buy |
54,778
+129
| +0.2% | +$47.3K | 0.65% | 43 |
|
|
2023
Q4 | $16.2M | Sell |
54,649
-1,421
| -3% | -$420K | 0.57% | 54 |
|
|
2023
Q3 | $15.3M | Sell |
56,070
-320
| -0.6% | -$87.4K | 0.59% | 58 |
|
|
2023
Q2 | $13.9M | Sell |
56,390
-2,839
| -5% | -$699K | 0.52% | 72 |
|
|
2023
Q1 | $13.6M | Buy |
59,229
+2,107
| +4% | +$482K | 0.51% | 75 |
|
|
2022
Q4 | $13.7M | Buy |
+57,122
| New | +$13.7M | 0.52% | 62 |
|