PWM
Purus Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
3,039
+1,737
| +133% | +$674K | 0.41% | 51 |
|
|
2025
Q1 | $429K | Buy |
1,302
+218
| +20% | +$71.9K | 0.18% | 82 |
|
|
2024
Q4 | $393K | Buy |
1,084
+118
| +12% | +$42.8K | 0.16% | 82 |
|
|
2024
Q3 | $378K | Sell |
966
-29
| -3% | -$11.3K | 0.16% | 81 |
|
|
2024
Q2 | $331K | Sell |
995
-34
| -3% | -$11.3K | 0.15% | 83 |
|
|
2024
Q1 | $377K | Sell |
1,029
-43
| -4% | -$15.7K | 0.19% | 73 |
|
|
2023
Q4 | $317K | Sell |
1,072
-44
| -4% | -$13K | 0.18% | 89 |
|
|
2023
Q3 | $305K | Buy |
1,116
+11
| +1% | +$3K | 0.21% | 84 |
|
|
2023
Q2 | $272K | Buy |
1,105
+36
| +3% | +$8.86K | 0.18% | 97 |
|
|
2023
Q1 | $245K | Buy |
1,069
+130
| +14% | +$29.8K | 0.19% | 102 |
|
|
2022
Q4 | $225K | Buy |
+939
| New | +$225K | 0.2% | 98 |
|