NWM
NEIRG Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-833
| Closed | -$205K | – | 17 |
|
|
2023
Q2 | $205K | Sell |
833
-6,584
| -89% | -$1.62M | 0.04% | 134 |
|
|
2023
Q1 | $1.7M | Sell |
7,417
-4,190
| -36% | -$959K | 0.29% | 70 |
|
|
2022
Q4 | $2.78M | Sell |
11,607
-493
| -4% | -$118K | 0.52% | 60 |
|
|
2022
Q3 | $1.99M | Sell |
12,100
-840
| -6% | -$138K | 0.4% | 70 |
|
|
2022
Q2 | $2.31M | Sell |
12,940
-306
| -2% | -$54.7K | 0.5% | 63 |
|
|
2022
Q1 | $2.95M | Sell |
13,246
-305
| -2% | -$68K | 0.58% | 49 |
|
|
2021
Q4 | $2.8M | Buy |
+13,551
| New | +$2.8M | 0.54% | 43 |
|