RWM
Revisor Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $777K | Sell |
1,911
-54
| -3% | -$21.9K | 0.28% | 78 |
|
|
2025
Q1 | $648K | Buy |
1,965
+1,099
| +127% | +$362K | 0.29% | 69 |
|
|
2024
Q4 | $313K | Sell |
866
-342
| -28% | -$124K | 0.29% | 68 |
|
|
2024
Q3 | $472K | Sell |
1,208
-19
| -2% | -$7.43K | 0.3% | 70 |
|
|
2024
Q2 | $409K | Sell |
1,227
-1,073
| -47% | -$357K | 0.28% | 78 |
|
|
2024
Q1 | $761K | Buy |
2,300
+1,277
| +125% | +$423K | 0.34% | 63 |
|
|
2023
Q4 | $302K | Sell |
1,023
-288
| -22% | -$85.2K | 0.35% | 70 |
|
|
2023
Q3 | $358K | Buy |
1,311
+43
| +3% | +$11.7K | 0.3% | 80 |
|
|
2023
Q2 | $312K | Buy |
1,268
+19
| +2% | +$4.68K | 0.28% | 99 |
|
|
2023
Q1 | $286K | Buy |
+1,249
| New | +$286K | 0.26% | 107 |
|