TW
Transform Wealth’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $6.08M | Sell |
18,438
-305
| -2% | -$101K | 0.37% | 66 |
|
|
2024
Q4 | $6.8M | Buy |
18,743
+5,737
| +44% | +$2.08M | 0.38% | 67 |
|
|
2024
Q3 | $5.09M | Buy |
13,006
+5,560
| +75% | +$2.17M | 0.34% | 70 |
|
|
2024
Q2 | $2.48M | Sell |
7,446
-295
| -4% | -$98.3K | 0.19% | 88 |
|
|
2024
Q1 | $2.84M | Sell |
7,741
-6,398
| -45% | -$2.34M | 0.27% | 83 |
|
|
2023
Q4 | $4.18M | Buy |
14,139
+133
| +0.9% | +$39.3K | 0.41% | 80 |
|
|
2023
Q3 | $3.82M | Sell |
14,006
-13,251
| -49% | -$3.62M | 0.4% | 77 |
|
|
2023
Q2 | $6.71M | Sell |
27,257
-796
| -3% | -$196K | 0.6% | 55 |
|
|
2023
Q1 | $6.42M | Buy |
28,053
+11,595
| +70% | +$2.65M | 0.61% | 56 |
|
|
2022
Q4 | $3.94M | Buy |
16,458
+11,728
| +248% | +$2.81M | 0.44% | 69 |
|
|
2022
Q3 | $776K | Sell |
4,730
-33,263
| -88% | -$5.46M | 0.1% | 102 |
|
|
2022
Q2 | $6.79M | Sell |
37,993
-13,035
| -26% | -$2.33M | 1.01% | 36 |
|
|
2022
Q1 | $11.4M | Buy |
51,028
+822
| +2% | +$183K | 1.27% | 20 |
|
|
2021
Q4 | $10.4M | Buy |
50,206
+367
| +0.7% | +$75.9K | 1.08% | 28 |
|
|
2021
Q3 | $9.57M | Sell |
49,839
-1,247
| -2% | -$239K | 1.1% | 25 |
|
|
2021
Q2 | $11.1M | Buy |
51,086
+20,342
| +66% | +$4.43M | 1.36% | 18 |
|
|
2021
Q1 | $7.13M | Sell |
30,744
-712
| -2% | -$165K | 1.43% | 14 |
|
|
2020
Q4 | $5.73M | Sell |
31,456
-18,826
| -37% | -$3.43M | 1.2% | 24 |
|
|
2020
Q3 | $7.5M | Buy |
+50,282
| New | +$7.5M | 1.21% | 23 |
|
|
2019
Q3 | – | Sell |
-19,194
| Closed | -$2.62M | – | 213 |
|
|
2019
Q2 | $2.62M | Buy |
19,194
+40
| +0.2% | +$5.45K | 0.38% | 85 |
|
|
2019
Q1 | $2.6M | Sell |
19,154
-468
| -2% | -$63.4K | 0.48% | 78 |
|
|
2018
Q4 | $2.49M | Buy |
+19,622
| New | +$2.49M | 0.51% | 70 |
|
|
2018
Q1 | – | Sell |
-1,342
| Closed | -$211K | – | 239 |
|
|
2017
Q4 | $211K | Buy |
+1,342
| New | +$211K | 0.04% | 236 |
|