SWM
Stockman Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.8M | Buy |
40,649
+1,242
| +3% | +$482K | 2.14% | 14 |
|
|
2025
Q1 | $13M | Buy |
39,407
+2,031
| +5% | +$670K | 1.92% | 15 |
|
|
2024
Q4 | $13.6M | Buy |
37,376
+396
| +1% | +$144K | 2.12% | 12 |
|
|
2024
Q3 | $14.5M | Buy |
36,980
+965
| +3% | +$377K | 2.25% | 12 |
|
|
2024
Q2 | $12M | Sell |
36,015
-431
| -1% | -$144K | 2.1% | 14 |
|
|
2024
Q1 | $13.4M | Sell |
36,446
-2,320
| -6% | -$850K | 2.36% | 12 |
|
|
2023
Q4 | $11.5M | Sell |
38,766
-29
| -0.1% | -$8.57K | 2.29% | 12 |
|
|
2023
Q3 | $10.6M | Sell |
38,795
-2,666
| -6% | -$728K | 2.33% | 12 |
|
|
2023
Q2 | $10.2M | Buy |
41,461
+1,457
| +4% | +$358K | 2.19% | 11 |
|
|
2023
Q1 | $9.15M | Sell |
40,004
-838
| -2% | -$192K | 2.05% | 13 |
|
|
2022
Q4 | $9.78M | Sell |
40,842
-2,533
| -6% | -$607K | 2.25% | 10 |
|
|
2022
Q3 | $7.12M | Buy |
43,375
+42,125
| +3,370% | +$6.91M | 1.93% | 18 |
|
|
2022
Q2 | $223K | Buy |
1,250
+54
| +5% | +$9.63K | 0.06% | 170 |
|
|
2022
Q1 | $266K | Buy |
1,196
+2
| +0.2% | +$445 | 0.06% | 166 |
|
|
2021
Q4 | $247K | Buy |
1,194
+2
| +0.2% | +$414 | 0.05% | 181 |
|
|
2021
Q3 | $229K | Sell |
1,192
-3
| -0.3% | -$576 | 0.05% | 182 |
|
|
2021
Q2 | $260K | Sell |
1,195
-29
| -2% | -$6.31K | 0.06% | 166 |
|
|
2021
Q1 | $284K | Sell |
1,224
-24
| -2% | -$5.57K | 0.08% | 145 |
|
|
2020
Q4 | $227K | Buy |
+1,248
| New | +$227K | 0.07% | 161 |
|
|
2018
Q1 | – | Sell |
-1,618
| Closed | -$255K | – | 152 |
|
|
2017
Q4 | $255K | Buy |
1,618
+3
| +0.2% | +$473 | 0.11% | 124 |
|
|
2017
Q3 | $201K | Buy |
+1,615
| New | +$201K | 0.1% | 139 |
|