RDWM
Red Door Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $640K | Sell |
1,649
-380
| -19% | -$148K | 0.08% | 136 |
|
|
2025
Q1 | $669K | Sell |
2,029
-14
| -0.7% | -$4.62K | 0.1% | 112 |
|
|
2024
Q4 | $741K | Buy |
2,043
+64
| +3% | +$23.2K | 0.11% | 110 |
|
|
2024
Q3 | $774K | Buy |
1,979
+186
| +10% | +$72.7K | 0.13% | 97 |
|
|
2024
Q2 | $597K | Buy |
1,793
+42
| +2% | +$14K | 0.11% | 106 |
|
|
2024
Q1 | $642K | Sell |
1,751
-33
| -2% | -$12.1K | 0.12% | 100 |
|
|
2023
Q4 | $527K | Buy |
1,784
+148
| +9% | +$43.8K | 0.11% | 111 |
|
|
2023
Q3 | $447K | Sell |
1,636
-51
| -3% | -$13.9K | 0.11% | 113 |
|
|
2023
Q2 | $415K | Buy |
1,687
+24
| +1% | +$5.91K | 0.09% | 143 |
|
|
2023
Q1 | $381K | Sell |
1,663
-29
| -2% | -$6.64K | 0.12% | 103 |
|
|
2022
Q4 | $405K | Sell |
1,692
-893
| -35% | -$214K | 0.13% | 103 |
|
|
2022
Q3 | $424K | Buy |
+2,585
| New | +$424K | 0.16% | 90 |
|
|
2022
Q2 | – | Sell |
-952
| Closed | -$212K | – | 135 |
|
|
2022
Q1 | $212K | Buy |
+952
| New | +$212K | 0.07% | 129 |
|
|
2021
Q3 | – | Sell |
-572
| Closed | -$124K | – | 229 |
|
|
2021
Q2 | $124K | Buy |
+572
| New | +$124K | 0.05% | 184 |
|
|
2020
Q3 | – | Sell |
-375
| Closed | -$47K | – | 149 |
|
|
2020
Q2 | $47K | Hold |
375
| – | – | 0.03% | 182 |
|
|
2020
Q1 | $43K | Buy |
+375
| New | +$43K | 0.04% | 176 |
|