OWM
Orgel Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-706
| Closed | -$256K | – | 83 |
|
|
2024
Q4 | $256K | Hold |
706
| – | – | 0.01% | 78 |
|
|
2024
Q3 | $276K | Hold |
706
| – | – | 0.01% | 71 |
|
|
2024
Q2 | $235K | Hold |
706
| – | – | 0.01% | 73 |
|
|
2024
Q1 | $259K | Sell |
706
-79
| -10% | -$28.9K | 0.01% | 72 |
|
|
2023
Q4 | $232K | Buy |
+785
| New | +$232K | 0.01% | 79 |
|
|
2018
Q1 | – | Sell |
-1,343
| Closed | -$212K | – | 41 |
|
|
2017
Q4 | $212K | Buy |
+1,343
| New | +$212K | 0.05% | 43 |
|