RWP
Ridgecrest Wealth Partners’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $769K | Sell |
1,981
-3
| -0.2% | -$1.17K | 0.41% | 48 |
|
|
2025
Q1 | $654K | Hold |
1,984
| – | – | 0.34% | 53 |
|
|
2024
Q4 | $720K | Hold |
1,984
| – | – | 0.39% | 48 |
|
|
2024
Q3 | $776K | Buy |
1,984
+9
| +0.5% | +$3.52K | 0.4% | 45 |
|
|
2024
Q2 | $658K | Hold |
1,975
| – | – | 0.4% | 49 |
|
|
2024
Q1 | $724K | Sell |
1,975
-250
| -11% | -$91.6K | 0.43% | 47 |
|
|
2023
Q4 | $658K | Sell |
2,225
-2
| -0.1% | -$591 | 0.43% | 47 |
|
|
2023
Q3 | $608K | Hold |
2,227
| – | – | 0.43% | 51 |
|
|
2023
Q2 | $548K | Hold |
2,227
| – | – | 0.36% | 51 |
|
|
2023
Q1 | $510K | Hold |
2,227
| – | – | 0.36% | 51 |
|
|
2022
Q4 | $534K | Hold |
2,227
| – | – | 0.41% | 46 |
|
|
2022
Q3 | $365K | Hold |
2,227
| – | – | 0.3% | 61 |
|
|
2022
Q2 | $398K | Buy |
2,227
+100
| +5% | +$17.9K | 0.29% | 60 |
|
|
2022
Q1 | $474K | Sell |
2,127
-77
| -3% | -$17.2K | 0.3% | 62 |
|
|
2021
Q4 | $456K | Buy |
2,204
+77
| +4% | +$15.9K | 0.22% | 79 |
|
|
2021
Q3 | $408K | Buy |
2,127
+900
| +73% | +$173K | 0.22% | 79 |
|
|
2021
Q2 | $267K | Buy |
1,227
+277
| +29% | +$60.3K | 0.17% | 93 |
|
|
2021
Q1 | $220K | Buy |
+950
| New | +$220K | 0.21% | 83 |
|