TCPWM
Traverso Chambers Private Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $620K | Buy |
2,098
+6
| +0.3% | +$1.77K | 0.15% | 67 |
|
|
2023
Q3 | $571K | Buy |
2,092
+30
| +1% | +$8.19K | 0.15% | 66 |
|
|
2023
Q2 | $507K | Hold |
2,062
| – | – | 0.13% | 70 |
|
|
2023
Q1 | $472K | Hold |
2,062
| – | – | 0.13% | 74 |
|
|
2022
Q4 | $494K | Sell |
2,062
-8
| -0.4% | -$1.92K | 0.14% | 73 |
|
|
2022
Q3 | $340K | Hold |
2,070
| – | – | 0.1% | 80 |
|
|
2022
Q2 | $370K | Hold |
2,070
| – | – | 0.12% | 73 |
|
|
2022
Q1 | $461K | Buy |
2,070
+8
| +0.4% | +$1.78K | 0.14% | 73 |
|
|
2021
Q4 | $426K | Buy |
2,062
+62
| +3% | +$12.8K | 0.13% | 74 |
|
|
2021
Q3 | $384K | Hold |
2,000
| – | – | 0.12% | 79 |
|
|
2021
Q2 | $435K | Hold |
2,000
| – | – | 0.14% | 73 |
|
|
2021
Q1 | $464K | Hold |
2,000
| – | – | 0.16% | 67 |
|
|
2020
Q4 | $364K | Hold |
2,000
| – | – | 0.13% | 78 |
|
|
2020
Q3 | $298K | Hold |
2,000
| – | – | 0.12% | 78 |
|
|
2020
Q2 | $253K | Hold |
2,000
| – | – | 0.11% | 83 |
|
|
2020
Q1 | $232K | Hold |
2,000
| – | – | 0.11% | 82 |
|
|
2019
Q4 | $295K | Hold |
2,000
| – | – | 0.13% | 82 |
|
|
2019
Q3 | $253K | Hold |
2,000
| – | – | 0.12% | 88 |
|
|
2019
Q2 | $272K | Hold |
2,000
| – | – | 0.13% | 81 |
|
|
2019
Q1 | $271K | Hold |
2,000
| – | – | 0.13% | 80 |
|
|
2018
Q4 | $254K | Buy |
+2,000
| New | +$254K | 0.14% | 81 |
|