SWMG
Sanchez Wealth Management Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $558K | Sell |
1,438
-86
| -6% | -$33.4K | 0.13% | 31 |
|
|
2025
Q1 | $503K | Buy |
1,524
+6
| +0.4% | +$1.98K | 0.14% | 32 |
|
|
2024
Q4 | $551K | Sell |
1,518
-43
| -3% | -$15.6K | 0.15% | 30 |
|
|
2024
Q3 | $610K | Buy |
1,561
+7
| +0.5% | +$2.74K | 0.19% | 28 |
|
|
2024
Q2 | $518K | Buy |
1,554
+5
| +0.3% | +$1.67K | 0.17% | 27 |
|
|
2024
Q1 | $567K | Buy |
1,549
+7
| +0.5% | +$2.56K | 0.19% | 27 |
|
|
2023
Q4 | $456K | Buy |
1,542
+8
| +0.5% | +$2.37K | 0.17% | 26 |
|
|
2023
Q3 | $419K | Sell |
1,534
-89
| -5% | -$24.3K | 0.17% | 25 |
|
|
2023
Q2 | $399K | Buy |
1,623
+9
| +0.6% | +$2.21K | 0.16% | 26 |
|
|
2023
Q1 | $369K | Buy |
1,614
+8
| +0.5% | +$1.83K | 0.16% | 26 |
|
|
2022
Q4 | $385K | Buy |
1,606
+8
| +0.5% | +$1.92K | 0.19% | 26 |
|
|
2022
Q3 | $262K | Buy |
1,598
+10
| +0.6% | +$1.64K | 0.14% | 28 |
|
|
2022
Q2 | $284K | Buy |
1,588
+9
| +0.6% | +$1.61K | 0.14% | 29 |
|
|
2022
Q1 | $352K | Buy |
1,579
+9
| +0.6% | +$2.01K | 0.15% | 28 |
|
|
2021
Q4 | $325K | Buy |
1,570
+8
| +0.5% | +$1.66K | 0.14% | 28 |
|
|
2021
Q3 | $300K | Buy |
1,562
+9
| +0.6% | +$1.73K | 0.13% | 28 |
|
|
2021
Q2 | $338K | Buy |
1,553
+6
| +0.4% | +$1.31K | 0.15% | 28 |
|
|
2021
Q1 | $359K | Buy |
1,547
+8
| +0.5% | +$1.86K | 0.18% | 26 |
|
|
2020
Q4 | $280K | Buy |
1,539
+9
| +0.6% | +$1.64K | 0.15% | 26 |
|
|
2020
Q3 | $228K | Buy |
+1,530
| New | +$228K | 0.13% | 25 |
|
|
2020
Q1 | – | Sell |
-1,502
| Closed | -$222K | – | 21 |
|
|
2019
Q4 | $222K | Buy |
+1,502
| New | +$222K | 0.16% | 22 |
|
|
2019
Q3 | – | Sell |
-1,478
| Closed | -$201K | – | 23 |
|
|
2019
Q2 | $201K | Sell |
1,478
-140
| -9% | -$19K | 0.17% | 24 |
|
|
2019
Q1 | $219K | Buy |
1,618
+18
| +1% | +$2.44K | 0.2% | 24 |
|
|
2018
Q4 | $203K | Buy |
1,600
+11
| +0.7% | +$1.4K | 0.22% | 23 |
|
|
2018
Q3 | $242K | Buy |
1,589
+10
| +0.6% | +$1.52K | 0.25% | 20 |
|
|
2018
Q2 | $214K | Sell |
1,579
-676
| -30% | -$91.6K | 0.2% | 23 |
|
|
2018
Q1 | $324K | Buy |
2,255
+11
| +0.5% | +$1.58K | 0.33% | 19 |
|
|
2017
Q4 | $373K | Buy |
+2,244
| New | +$373K | 0.39% | 17 |
|