SWM
Sugarloaf Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $372K | Buy |
1,025
+1
| +0.1% | +$363 | 0.07% | 114 |
|
|
2024
Q3 | $401K | Hold |
1,024
| – | – | 0.08% | 107 |
|
|
2024
Q2 | $341K | Sell |
1,024
-404
| -28% | -$135K | 0.07% | 107 |
|
|
2024
Q1 | $523K | Buy |
1,428
+1
| +0.1% | +$366 | 0.11% | 83 |
|
|
2023
Q4 | $422K | Hold |
1,427
| – | – | 0.1% | 92 |
|
|
2023
Q3 | $390K | Buy |
1,427
+1
| +0.1% | +$273 | 0.1% | 90 |
|
|
2023
Q2 | $351K | Sell |
1,426
-117
| -8% | -$28.8K | 0.08% | 94 |
|
|
2023
Q1 | $353K | Sell |
1,543
-16
| -1% | -$3.66K | 0.09% | 96 |
|
|
2022
Q4 | $373K | Sell |
1,559
-107
| -6% | -$25.6K | 0.09% | 87 |
|
|
2022
Q3 | $274K | Buy |
1,666
+125
| +8% | +$20.6K | 0.07% | 102 |
|
|
2022
Q2 | $275K | Buy |
1,541
+2
| +0.1% | +$357 | 0.07% | 99 |
|
|
2022
Q1 | $343K | Buy |
1,539
+12
| +0.8% | +$2.67K | 0.08% | 88 |
|
|
2021
Q4 | $316K | Buy |
1,527
+1
| +0.1% | +$207 | 0.07% | 98 |
|
|
2021
Q3 | $293K | Buy |
1,526
+1
| +0.1% | +$192 | 0.08% | 102 |
|
|
2021
Q2 | $332K | Buy |
1,525
+2
| +0.1% | +$435 | 0.09% | 92 |
|
|
2021
Q1 | $353 | Buy |
1,523
+1
| +0.1% | – | 0.11% | 86 |
|
|
2020
Q4 | $277K | Buy |
1,522
+1
| +0.1% | +$182 | 0.09% | 92 |
|
|
2020
Q3 | $227K | Buy |
1,521
+1
| +0.1% | +$149 | 0.08% | 101 |
|
|
2020
Q2 | $192K | Buy |
1,520
+2
| +0.1% | +$253 | 0.07% | 109 |
|
|
2020
Q1 | $176K | Sell |
1,518
-4,607
| -75% | -$534K | 0.08% | 108 |
|
|
2019
Q4 | $905K | Buy |
+6,125
| New | +$905K | 0.38% | 47 |
|