PWM
Prentice Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $383K | Sell |
987
-304
| -24% | -$118K | 0.1% | 91 |
|
|
2025
Q1 | $426K | Buy |
1,291
+86
| +7% | +$28.4K | 0.12% | 87 |
|
|
2024
Q4 | $437K | Buy |
1,205
+114
| +10% | +$41.4K | 0.13% | 85 |
|
|
2024
Q3 | $427K | Buy |
+1,091
| New | +$427K | 0.13% | 87 |
|
|
2022
Q2 | – | Sell |
-904
| Closed | -$201K | – | 151 |
|
|
2022
Q1 | $201K | Buy |
+904
| New | +$201K | 0.1% | 97 |
|
|
2021
Q4 | – | Sell |
-879
| Closed | -$169K | – | 131 |
|
|
2021
Q3 | $169K | Buy |
879
+7
| +0.8% | +$1.35K | 0.08% | 107 |
|
|
2021
Q2 | $190K | Buy |
872
+203
| +30% | +$44.2K | 0.1% | 106 |
|
|
2021
Q1 | $155K | Buy |
+669
| New | +$155K | 0.09% | 105 |
|