SWM
Sendero Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $527K | Buy |
1,357
+6
| +0.4% | +$2.33K | 0.07% | 139 |
|
|
2025
Q1 | $446K | Buy |
1,351
+7
| +0.5% | +$2.31K | 0.06% | 142 |
|
|
2024
Q4 | $488K | Hold |
1,344
| – | – | 0.07% | 128 |
|
|
2024
Q3 | $526K | Hold |
1,344
| – | – | 0.08% | 120 |
|
|
2024
Q2 | $448K | Hold |
1,344
| – | – | 0.08% | 126 |
|
|
2024
Q1 | $492K | Hold |
1,344
| – | – | 0.08% | 129 |
|
|
2023
Q4 | $397K | Hold |
1,344
| – | – | 0.07% | 132 |
|
|
2023
Q3 | $367K | Hold |
1,344
| – | – | 0.08% | 127 |
|
|
2023
Q2 | $331K | Buy |
+1,344
| New | +$331K | 0.07% | 128 |
|