PWM
PBMares Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $575K | Sell |
1,482
-65
| -4% | -$25.2K | 0.11% | 99 |
|
|
2025
Q1 | $510K | Sell |
1,547
-166
| -10% | -$54.7K | 0.1% | 107 |
|
|
2024
Q4 | $621K | Sell |
1,713
-249
| -13% | -$90.3K | 0.13% | 97 |
|
|
2024
Q3 | $768K | Buy |
1,962
+200
| +11% | +$78.2K | 0.16% | 81 |
|
|
2024
Q2 | $587K | Sell |
1,762
-1
| -0.1% | -$333 | 0.14% | 94 |
|
|
2024
Q1 | $646K | Buy |
1,763
+52
| +3% | +$19.1K | 0.17% | 88 |
|
|
2023
Q4 | $506K | Buy |
1,711
+400
| +31% | +$118K | 0.15% | 100 |
|
|
2023
Q3 | $358K | Hold |
1,311
| – | – | 0.13% | 120 |
|
|
2023
Q2 | $323K | Buy |
1,311
+150
| +13% | +$36.9K | 0.12% | 129 |
|
|
2023
Q1 | $266K | Sell |
1,161
-440
| -27% | -$101K | 0.1% | 137 |
|
|
2022
Q4 | $384K | Hold |
1,601
| – | – | 0.16% | 111 |
|
|
2022
Q3 | $263K | Hold |
1,601
| – | – | 0.11% | 133 |
|
|
2022
Q2 | $286K | Buy |
1,601
+140
| +10% | +$25K | 0.12% | 124 |
|
|
2022
Q1 | $326K | Buy |
1,461
+80
| +6% | +$17.9K | 0.2% | 109 |
|
|
2021
Q4 | $286K | Hold |
1,381
| – | – | 0.12% | 131 |
|
|
2021
Q3 | $265K | Buy |
+1,381
| New | +$265K | 0.13% | 130 |
|