QWM
Quadcap Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $440K | Hold |
1,134
| – | – | 0.06% | 274 |
|
|
2025
Q1 | $374K | Sell |
1,134
-129
| -10% | -$42.5K | 0.05% | 278 |
|
|
2024
Q4 | $458K | Sell |
1,263
-1,320
| -51% | -$479K | 0.07% | 250 |
|
|
2024
Q3 | $1.01M | Buy |
2,583
+8
| +0.3% | +$3.13K | 0.16% | 139 |
|
|
2024
Q2 | $858K | Sell |
2,575
-77
| -3% | -$25.7K | 0.15% | 138 |
|
|
2024
Q1 | $972K | Sell |
2,652
-200
| -7% | -$73.3K | 0.22% | 103 |
|
|
2023
Q4 | $843K | Buy |
+2,852
| New | +$843K | 0.22% | 125 |
|