RWB
RMR Wealth Builders’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $502K | Sell |
1,292
-237
| -16% | -$92K | 0.05% | 166 |
|
|
2025
Q1 | $504K | Buy |
1,529
+54
| +4% | +$17.8K | 0.05% | 154 |
|
|
2024
Q4 | $535K | Buy |
1,475
+60
| +4% | +$21.8K | 0.06% | 148 |
|
|
2024
Q3 | $553K | Sell |
1,415
-653
| -32% | -$255K | 0.06% | 147 |
|
|
2024
Q2 | $689K | Sell |
2,068
-284
| -12% | -$94.6K | 0.08% | 126 |
|
|
2024
Q1 | $862K | Buy |
2,352
+22
| +0.9% | +$8.06K | 0.1% | 108 |
|
|
2023
Q4 | $689K | Sell |
2,330
-50
| -2% | -$14.8K | 0.1% | 112 |
|
|
2023
Q3 | $650K | Buy |
2,380
+11
| +0.5% | +$3K | 0.1% | 105 |
|
|
2023
Q2 | $583K | Sell |
2,369
-18
| -0.8% | -$4.43K | 0.1% | 102 |
|
|
2023
Q1 | $546K | Buy |
2,387
+198
| +9% | +$45.3K | 0.1% | 98 |
|
|
2022
Q4 | $524K | Buy |
2,189
+1
| +0% | +$240 | 0.12% | 92 |
|
|
2022
Q3 | $359K | Buy |
2,188
+502
| +30% | +$82.4K | 0.09% | 124 |
|
|
2022
Q2 | $301K | Sell |
1,686
-95
| -5% | -$17K | 0.08% | 140 |
|
|
2022
Q1 | $397K | Buy |
1,781
+369
| +26% | +$82.3K | 0.09% | 136 |
|
|
2021
Q4 | $292K | Sell |
1,412
-264
| -16% | -$54.6K | 0.08% | 91 |
|
|
2021
Q3 | $322K | Buy |
1,676
+2
| +0.1% | +$384 | 0.09% | 133 |
|
|
2021
Q2 | $364K | Buy |
1,674
+60
| +4% | +$13K | 0.12% | 118 |
|
|
2021
Q1 | $374K | Buy |
1,614
+265
| +20% | +$61.4K | 0.1% | 123 |
|
|
2020
Q4 | $246K | Sell |
1,349
-156
| -10% | -$28.4K | 0.12% | 133 |
|
|
2020
Q3 | $224K | Buy |
1,505
+1,156
| +331% | +$172K | 0.06% | 188 |
|
|
2020
Q2 | $44K | Buy |
+349
| New | +$44K | 0.04% | 237 |
|
|
2019
Q4 | $103K | Buy |
+699
| New | +$103K | 0.1% | 165 |
|