PWMAG
Pinnacle Wealth Management Advisory Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.78M | Buy |
7,161
+1,031
| +17% | +$400K | 0.23% | 86 |
|
|
2025
Q1 | $2.02M | Buy |
6,130
+480
| +8% | +$158K | 0.19% | 95 |
|
|
2024
Q4 | $2.05M | Buy |
5,650
+704
| +14% | +$255K | 0.19% | 89 |
|
|
2024
Q3 | $1.93M | Buy |
4,946
+389
| +9% | +$152K | 0.18% | 95 |
|
|
2024
Q2 | $1.52M | Buy |
4,557
+954
| +26% | +$318K | 0.16% | 103 |
|
|
2024
Q1 | $1.32M | Buy |
3,603
+50
| +1% | +$18.3K | 0.14% | 111 |
|
|
2023
Q4 | $1.05M | Sell |
3,553
-184
| -5% | -$54.4K | 0.12% | 120 |
|
|
2023
Q3 | $1.02M | Buy |
3,737
+268
| +8% | +$73.2K | 0.13% | 113 |
|
|
2023
Q2 | $854K | Sell |
3,469
-179
| -5% | -$44K | 0.11% | 127 |
|
|
2023
Q1 | $835K | Sell |
3,648
-405
| -10% | -$92.7K | 0.11% | 131 |
|
|
2022
Q4 | $971K | Buy |
4,053
+632
| +18% | +$151K | 0.15% | 111 |
|
|
2022
Q3 | $561K | Sell |
3,421
-280
| -8% | -$45.9K | 0.09% | 146 |
|
|
2022
Q2 | $662K | Buy |
3,701
+348
| +10% | +$62.2K | 0.11% | 140 |
|
|
2022
Q1 | $747K | Buy |
3,353
+205
| +7% | +$45.7K | 0.11% | 149 |
|
|
2021
Q4 | $651K | Buy |
3,148
+1,434
| +84% | +$297K | 0.11% | 151 |
|
|
2021
Q3 | $329K | Hold |
1,714
| – | – | 0.08% | 172 |
|
|
2021
Q2 | $373K | Buy |
1,714
+16
| +0.9% | +$3.48K | 0.09% | 163 |
|
|
2021
Q1 | $394K | Hold |
1,698
| – | – | 0.11% | 136 |
|
|
2020
Q4 | $309K | Sell |
1,698
-100
| -6% | -$18.2K | 0.09% | 145 |
|
|
2020
Q3 | $268K | Buy |
1,798
+190
| +12% | +$28.3K | 0.09% | 151 |
|
|
2020
Q2 | $203K | Buy |
+1,608
| New | +$203K | 0.08% | 171 |
|
|
2020
Q1 | – | Sell |
-1,383
| Closed | -$204K | – | 164 |
|
|
2019
Q4 | $204K | Buy |
+1,383
| New | +$204K | 0.08% | 181 |
|
|
2018
Q4 | – | Sell |
-1,408
| Closed | -$215K | – | 163 |
|
|
2018
Q3 | $215K | Buy |
+1,408
| New | +$215K | 0.11% | 145 |
|
|
2018
Q1 | – | Sell |
-1,283
| Closed | -$202K | – | 142 |
|
|
2017
Q4 | $202K | Buy |
+1,283
| New | +$202K | 0.11% | 143 |
|
|
2015
Q3 | – | Sell |
-4,113
| Closed | -$349K | – | 100 |
|
|
2015
Q2 | $349K | Buy |
4,113
+400
| +11% | +$33.9K | 0.32% | 76 |
|
|
2015
Q1 | $297K | Buy |
3,713
+357
| +11% | +$28.6K | 0.27% | 86 |
|
|
2014
Q4 | $307K | Buy |
+3,356
| New | +$307K | 0.29% | 82 |
|