WWM
Wagner Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $627K | Buy |
1,615
+738
| +84% | +$287K | 0.14% | 73 |
|
|
2025
Q1 | $289K | Buy |
877
+209
| +31% | +$68.9K | 0.07% | 90 |
|
|
2024
Q4 | $242K | Buy |
668
+26
| +4% | +$9.43K | 0.06% | 96 |
|
|
2024
Q3 | $251K | Buy |
+642
| New | +$251K | 0.07% | 95 |
|
|
2022
Q4 | – | Sell |
-273
| Closed | -$45K | – | 309 |
|
|
2022
Q3 | $45K | Sell |
273
-113
| -29% | -$18.6K | 0.03% | 218 |
|
|
2022
Q2 | $69K | Buy |
+386
| New | +$69K | 0.06% | 173 |
|
|
2022
Q1 | – | Sell |
-375
| Closed | -$78K | – | 275 |
|
|
2021
Q4 | $78K | Buy |
375
+222
| +145% | +$46.2K | 0.06% | 200 |
|
|
2021
Q3 | $31K | Sell |
153
-300
| -66% | -$60.8K | 0.02% | 306 |
|
|
2021
Q2 | $99K | Buy |
453
+300
| +196% | +$65.6K | 0.07% | 187 |
|
|
2021
Q1 | $35K | Buy |
+153
| New | +$35K | 0.03% | 277 |
|
|
2018
Q3 | $24K | Hold |
155
| – | – | 0.02% | 325 |
|
|
2018
Q2 | $21K | Buy |
+155
| New | +$21K | 0.02% | 308 |
|