TVWM
Tower View Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $103K | Buy |
+265
| New | +$103K | 0.05% | 81 |
|
|
2025
Q1 | – | Sell |
-14,991
| Closed | -$5.44M | – | 190 |
|
|
2024
Q4 | $5.44M | Buy |
14,991
+130
| +0.9% | +$47.2K | 2.87% | 11 |
|
|
2024
Q3 | $5.81M | Sell |
14,861
-155
| -1% | -$60.6K | 3.18% | 8 |
|
|
2024
Q2 | $5M | Buy |
15,016
+110
| +0.7% | +$36.6K | 2.87% | 11 |
|
|
2024
Q1 | $5.46M | Sell |
14,906
-45
| -0.3% | -$16.5K | 3.2% | 7 |
|
|
2023
Q4 | $4.42M | Buy |
14,951
+817
| +6% | +$242K | 2.74% | 14 |
|
|
2023
Q3 | $3.86M | Sell |
14,134
-11
| -0.1% | -$3K | 2.71% | 13 |
|
|
2023
Q2 | $3.48M | Sell |
14,145
-749
| -5% | -$184K | 2.36% | 22 |
|
|
2023
Q1 | $3.41M | Buy |
14,894
+55
| +0.4% | +$12.6K | 2.29% | 19 |
|
|
2022
Q4 | $3.56M | Sell |
14,839
-145
| -1% | -$34.7K | 2.47% | 15 |
|
|
2022
Q3 | $2.46M | Buy |
14,984
+233
| +2% | +$38.2K | 1.87% | 25 |
|
|
2022
Q2 | $2.64M | Buy |
+14,751
| New | +$2.64M | 1.94% | 25 |
|
|
2018
Q4 | – | Sell |
-200
| Closed | -$30K | – | 142 |
|
|
2018
Q3 | $30K | Hold |
200
| – | – | 0.03% | 106 |
|
|
2018
Q2 | $27K | Hold |
200
| – | – | 0.03% | 105 |
|
|
2018
Q1 | $29K | Hold |
200
| – | – | 0.03% | 100 |
|
|
2017
Q4 | $32K | Buy |
+200
| New | +$32K | 0.03% | 104 |
|