SWM
Seed Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $559K | Hold |
1,440
| – | – | 0.42% | 61 |
|
|
2025
Q1 | $475K | Hold |
1,440
| – | – | 0.39% | 68 |
|
|
2024
Q4 | $522K | Hold |
1,440
| – | – | 0.42% | 62 |
|
|
2024
Q3 | $563K | Hold |
1,440
| – | – | 0.45% | 59 |
|
|
2024
Q2 | $480K | Buy |
1,440
+85
| +6% | +$28.3K | 0.42% | 60 |
|
|
2024
Q1 | $493K | Hold |
1,355
| – | – | 0.47% | 55 |
|
|
2023
Q4 | $397K | Hold |
1,355
| – | – | 0.4% | 67 |
|
|
2023
Q3 | $370K | Hold |
1,355
| – | – | 0.42% | 68 |
|
|
2023
Q2 | $333K | Hold |
1,355
| – | – | 0.35% | 74 |
|
|
2023
Q1 | $310K | Hold |
1,355
| – | – | 0.35% | 74 |
|
|
2022
Q4 | $325K | Buy |
+1,355
| New | +$325K | 0.37% | 71 |
|