QPWM
Quadrant Private Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $849K | Sell |
2,186
-21
| -1% | -$8.15K | 0.18% | 108 |
|
|
2025
Q1 | $728K | Sell |
2,207
-395
| -15% | -$130K | 0.18% | 109 |
|
|
2024
Q4 | $944K | Buy |
2,602
+17
| +0.7% | +$6.17K | 0.23% | 93 |
|
|
2024
Q3 | $1.01M | Sell |
2,585
-40
| -2% | -$15.6K | 0.25% | 88 |
|
|
2024
Q2 | $874K | Buy |
2,625
+5
| +0.2% | +$1.67K | 0.2% | 99 |
|
|
2024
Q1 | $960K | Buy |
2,620
+20
| +0.8% | +$7.33K | 0.24% | 89 |
|
|
2023
Q4 | $769K | Buy |
2,600
+633
| +32% | +$187K | 0.21% | 101 |
|
|
2023
Q3 | $537K | Sell |
1,967
-594
| -23% | -$162K | 0.18% | 106 |
|
|
2023
Q2 | $630K | Buy |
2,561
+148
| +6% | +$36.4K | 0.18% | 111 |
|
|
2023
Q1 | $552K | Buy |
2,413
+29
| +1% | +$6.64K | 0.17% | 118 |
|
|
2022
Q4 | $571K | Buy |
+2,384
| New | +$571K | 0.19% | 118 |
|
|
2022
Q2 | $356K | Sell |
1,990
-700
| -26% | -$125K | 0.15% | 130 |
|
|
2022
Q1 | $599K | Sell |
2,690
-400
| -13% | -$89.1K | 0.22% | 97 |
|
|
2021
Q4 | $639K | Sell |
3,090
-20
| -0.6% | -$4.14K | 0.24% | 92 |
|
|
2021
Q3 | $597K | Sell |
3,110
-44
| -1% | -$8.45K | 0.25% | 90 |
|
|
2021
Q2 | $686K | Sell |
3,154
-410
| -12% | -$89.2K | 0.28% | 84 |
|
|
2021
Q1 | $826K | Sell |
3,564
-217
| -6% | -$50.3K | 0.36% | 71 |
|
|
2020
Q4 | $688K | Sell |
3,781
-1,960
| -34% | -$357K | 0.31% | 74 |
|
|
2020
Q3 | $856K | Buy |
5,741
+350
| +6% | +$52.2K | 0.43% | 61 |
|
|
2020
Q2 | $682K | Buy |
5,391
+1,553
| +40% | +$196K | 0.39% | 65 |
|
|
2020
Q1 | $445K | Buy |
+3,838
| New | +$445K | 0.37% | 70 |
|