PWM
Paulson Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $696K | Sell |
1,794
-83
| -4% | -$32.2K | 0.18% | 61 |
|
|
2025
Q1 | $619K | Sell |
1,877
-21
| -1% | -$6.93K | 0.17% | 56 |
|
|
2024
Q4 | $689K | Sell |
1,898
-209
| -10% | -$75.8K | 0.19% | 55 |
|
|
2024
Q3 | $824K | Buy |
2,107
+3
| +0.1% | +$1.17K | 0.22% | 52 |
|
|
2024
Q2 | $701K | Buy |
2,104
+73
| +4% | +$24.3K | 0.2% | 61 |
|
|
2024
Q1 | $744K | Sell |
2,031
-5
| -0.2% | -$1.83K | 0.22% | 53 |
|
|
2023
Q4 | $602K | Sell |
2,036
-545
| -21% | -$161K | 0.19% | 64 |
|
|
2023
Q3 | $705K | Buy |
2,581
+463
| +22% | +$126K | 0.25% | 54 |
|
|
2023
Q2 | $521K | Buy |
2,118
+473
| +29% | +$116K | 0.18% | 67 |
|
|
2023
Q1 | $376K | Buy |
1,645
+52
| +3% | +$11.9K | 0.17% | 55 |
|
|
2022
Q4 | $382K | Buy |
+1,593
| New | +$382K | 0.19% | 49 |
|
|
2022
Q3 | – | Sell |
-1,215
| Closed | -$217K | – | 78 |
|
|
2022
Q2 | $217K | Hold |
1,215
| – | – | 0.11% | 68 |
|
|
2022
Q1 | $271K | Sell |
1,215
-25
| -2% | -$5.58K | 0.12% | 70 |
|
|
2021
Q4 | $256K | Buy |
1,240
+45
| +4% | +$9.29K | 0.11% | 75 |
|
|
2021
Q3 | $229K | Buy |
1,195
+199
| +20% | +$38.1K | 0.11% | 83 |
|
|
2021
Q2 | $217K | Buy |
+996
| New | +$217K | 0.11% | 84 |
|
|
2020
Q3 | – | Sell |
-2,231
| Closed | -$282K | – | 85 |
|
|
2020
Q2 | $282K | Buy |
+2,231
| New | +$282K | 0.2% | 70 |
|
|
2018
Q4 | – | Sell |
-2,135
| Closed | -$254K | – | 118 |
|
|
2018
Q3 | $254K | Sell |
2,135
-22
| -1% | -$2.62K | 0.23% | 104 |
|
|
2018
Q2 | $293K | Sell |
2,157
-20
| -0.9% | -$2.72K | 0.29% | 77 |
|
|
2018
Q1 | $321K | Buy |
2,177
+177
| +9% | +$26.1K | 0.32% | 75 |
|
|
2017
Q4 | $315K | Buy |
+2,000
| New | +$315K | 0.28% | 75 |
|