SWM
SeaCrest Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.6M | Sell |
9,283
-472
| -5% | -$183K | 0.39% | 41 |
|
|
2025
Q1 | $3.22M | Buy |
9,755
+123
| +1% | +$40.6K | 0.36% | 44 |
|
|
2024
Q4 | $3.49M | Buy |
9,632
+30
| +0.3% | +$10.9K | 0.37% | 39 |
|
|
2024
Q3 | $3.76M | Sell |
9,602
-32
| -0.3% | -$12.5K | 0.4% | 39 |
|
|
2024
Q2 | $3.21M | Sell |
9,634
-534
| -5% | -$178K | 0.37% | 43 |
|
|
2024
Q1 | $3.73M | Sell |
10,168
-2,002
| -16% | -$734K | 0.46% | 36 |
|
|
2023
Q4 | $3.52M | Sell |
12,170
-610
| -5% | -$176K | 0.43% | 41 |
|
|
2023
Q3 | $3.49M | Sell |
12,780
-541
| -4% | -$148K | 0.45% | 40 |
|
|
2023
Q2 | $3.28M | Buy |
13,321
+5,106
| +62% | +$1.26M | 0.41% | 42 |
|
|
2023
Q1 | $1.88M | Buy |
8,215
+51
| +0.6% | +$11.7K | 0.25% | 80 |
|
|
2022
Q4 | $1.96M | Sell |
8,164
-150
| -2% | -$35.9K | 0.28% | 71 |
|
|
2022
Q3 | $1.36M | Sell |
8,314
-291
| -3% | -$47.7K | 0.21% | 100 |
|
|
2022
Q2 | $1.54M | Buy |
8,605
+395
| +5% | +$70.6K | 0.19% | 94 |
|
|
2022
Q1 | $1.83M | Buy |
8,210
+81
| +1% | +$18K | 0.21% | 92 |
|
|
2021
Q4 | $1.68M | Sell |
8,129
-212
| -3% | -$43.8K | 0.18% | 103 |
|
|
2021
Q3 | $1.6M | Sell |
8,341
-323
| -4% | -$62K | 0.19% | 107 |
|
|
2021
Q2 | $1.89M | Buy |
8,664
+433
| +5% | +$94.3K | 0.23% | 90 |
|
|
2021
Q1 | $1.91M | Buy |
8,231
+327
| +4% | +$75.8K | 0.25% | 84 |
|
|
2020
Q4 | $1.44M | Sell |
7,904
-57
| -0.7% | -$10.4K | 0.2% | 106 |
|
|
2020
Q3 | $1.19M | Buy |
7,961
+115
| +1% | +$17.1K | 0.19% | 112 |
|
|
2020
Q2 | $993K | Sell |
7,846
-369
| -4% | -$46.7K | 0.17% | 123 |
|
|
2020
Q1 | $953K | Buy |
8,215
+363
| +5% | +$42.1K | 0.2% | 107 |
|
|
2019
Q4 | $1.16M | Buy |
7,852
+204
| +3% | +$30.1K | 0.19% | 120 |
|
|
2019
Q3 | $966K | Sell |
7,648
-208
| -3% | -$26.3K | 0.18% | 142 |
|
|
2019
Q2 | $1.07M | Sell |
7,856
-62
| -0.8% | -$8.45K | 0.22% | 109 |
|
|
2019
Q1 | $1.07M | Buy |
7,918
+264
| +3% | +$35.8K | 0.18% | 112 |
|
|
2018
Q4 | $973K | Sell |
7,654
-2,611
| -25% | -$332K | 0.2% | 103 |
|
|
2018
Q3 | $1.57M | Sell |
10,265
-1,032
| -9% | -$157K | 0.26% | 73 |
|
|
2018
Q2 | $1.53M | Buy |
11,297
+952
| +9% | +$129K | 0.28% | 71 |
|
|
2018
Q1 | $1.53M | Sell |
10,345
-1,269
| -11% | -$187K | 0.28% | 73 |
|
|
2017
Q4 | $1.83M | Buy |
+11,614
| New | +$1.83M | 0.33% | 55 |
|