PWM
Palumbo Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
2,617
+2
| +0.1% | +$776 | 0.31% | 65 |
|
|
2025
Q1 | $863K | Buy |
2,615
+61
| +2% | +$20.1K | 0.29% | 64 |
|
|
2024
Q4 | $926K | Sell |
2,554
-3
| -0.1% | -$1.09K | 0.35% | 59 |
|
|
2024
Q3 | $1M | Sell |
2,557
-22
| -0.9% | -$8.6K | 0.39% | 57 |
|
|
2024
Q2 | $859K | Buy |
2,579
+9
| +0.4% | +$3K | 0.36% | 60 |
|
|
2024
Q1 | $942K | Sell |
2,570
-61
| -2% | -$22.4K | 0.42% | 56 |
|
|
2023
Q4 | $778K | Sell |
2,631
-10
| -0.4% | -$2.96K | 0.4% | 57 |
|
|
2023
Q3 | $721K | Sell |
2,641
-2
| -0.1% | -$546 | 0.4% | 55 |
|
|
2023
Q2 | $650K | Sell |
2,643
-3,657
| -58% | -$900K | 0.4% | 50 |
|
|
2023
Q1 | $1.44M | Buy |
6,300
+177
| +3% | +$40.5K | 0.96% | 20 |
|
|
2022
Q4 | $1.47M | Buy |
6,123
+150
| +3% | +$35.9K | 1.17% | 17 |
|
|
2022
Q3 | $980K | Buy |
5,973
+152
| +3% | +$24.9K | 0.83% | 28 |
|
|
2022
Q2 | $1.04M | Buy |
5,821
+33
| +0.6% | +$5.9K | 0.83% | 25 |
|
|
2022
Q1 | $1.29M | Buy |
5,788
+80
| +1% | +$17.8K | 0.83% | 24 |
|
|
2021
Q4 | $1.18M | Buy |
5,708
+334
| +6% | +$69K | 0.74% | 24 |
|
|
2021
Q3 | $1.03M | Sell |
5,374
-582
| -10% | -$112K | 0.68% | 23 |
|
|
2021
Q2 | $1.3M | Buy |
5,956
+203
| +4% | +$44.2K | 0.87% | 21 |
|
|
2021
Q1 | $1.33M | Buy |
5,753
+263
| +5% | +$61K | 1.01% | 17 |
|
|
2020
Q4 | $999K | Buy |
+5,490
| New | +$999K | 0.81% | 21 |
|