MSWM
Mowery & Schoenfeld Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $455K | Sell |
1,172
-201
| -15% | -$78K | 0.69% | 26 |
|
|
2025
Q1 | $453K | Buy |
1,373
+206
| +18% | +$68K | 0.89% | 26 |
|
|
2024
Q4 | $423K | Buy |
1,167
+1,166
| +116,600% | +$423K | 0.82% | 29 |
|
|
2024
Q3 | $392 | Hold |
1
| – | – | ﹤0.01% | 227 |
|
|
2024
Q2 | $334 | Hold |
1
| – | – | ﹤0.01% | 204 |
|
|
2024
Q1 | $367 | Hold |
1
| – | – | ﹤0.01% | 153 |
|
|
2023
Q4 | $296 | Buy |
+1
| New | +$296 | ﹤0.01% | 163 |
|