RWS
Resolute Wealth Strategies’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.24M | Sell |
13,499
-37
| -0.3% | -$14.4K | 2.81% | 8 |
|
|
2025
Q1 | $4.46M | Buy |
13,536
+22
| +0.2% | +$7.26K | 2.49% | 9 |
|
|
2024
Q4 | $4.9M | Sell |
13,514
-48
| -0.4% | -$17.4K | 2.52% | 9 |
|
|
2024
Q3 | $5.3M | Sell |
13,562
-1,335
| -9% | -$522K | 2.76% | 10 |
|
|
2024
Q2 | $4.96M | Sell |
14,897
-478
| -3% | -$159K | 2.86% | 8 |
|
|
2024
Q1 | $5.63M | Sell |
15,375
-586
| -4% | -$215K | 3.41% | 7 |
|
|
2023
Q4 | $4.72M | Sell |
15,961
-591
| -4% | -$175K | 3.2% | 7 |
|
|
2023
Q3 | $4.52M | Sell |
16,552
-95
| -0.6% | -$25.9K | 3.38% | 7 |
|
|
2023
Q2 | $4.1M | Sell |
16,647
-160
| -1% | -$39.4K | 3.18% | 6 |
|
|
2023
Q1 | $3.85M | Buy |
+16,807
| New | +$3.85M | 3.27% | 6 |
|