WKWM
Walter & Keenan Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $773K | Buy |
1,990
+103
| +5% | +$40K | 0.22% | 89 |
|
|
2025
Q1 | $622K | Buy |
1,887
+104
| +6% | +$34.3K | 0.19% | 96 |
|
|
2024
Q4 | $647K | Sell |
1,783
-19
| -1% | -$6.89K | 0.2% | 96 |
|
|
2024
Q3 | $705K | Buy |
1,802
+5
| +0.3% | +$1.96K | 0.21% | 93 |
|
|
2024
Q2 | $599K | Sell |
1,797
-13
| -0.7% | -$4.33K | 0.19% | 95 |
|
|
2024
Q1 | $663K | Buy |
1,810
+50
| +3% | +$18.3K | 0.22% | 89 |
|
|
2023
Q4 | $520K | Sell |
1,760
-44
| -2% | -$13K | 0.19% | 98 |
|
|
2023
Q3 | $493K | Sell |
1,804
-10
| -0.6% | -$2.73K | 0.19% | 98 |
|
|
2023
Q2 | $446K | Hold |
1,814
| – | – | 0.16% | 105 |
|
|
2023
Q1 | $415K | Hold |
1,814
| – | – | 0.16% | 106 |
|
|
2022
Q4 | $435K | Hold |
1,814
| – | – | 0.17% | 101 |
|
|
2022
Q3 | $298K | Sell |
1,814
-4
| -0.2% | -$657 | 0.13% | 117 |
|
|
2022
Q2 | $325K | Buy |
1,818
+17
| +0.9% | +$3.04K | 0.13% | 114 |
|
|
2022
Q1 | $401K | Hold |
1,801
| – | – | 0.14% | 107 |
|
|
2021
Q4 | $372K | Hold |
1,801
| – | – | 0.12% | 112 |
|
|
2021
Q3 | $346K | Buy |
1,801
+32
| +2% | +$6.15K | 0.12% | 113 |
|
|
2021
Q2 | $385K | Buy |
1,769
+1
| +0.1% | +$218 | 0.13% | 102 |
|
|
2021
Q1 | $410K | Sell |
1,768
-33
| -2% | -$7.65K | 0.15% | 102 |
|
|
2020
Q4 | $328K | Buy |
1,801
+33
| +2% | +$6.01K | 0.12% | 111 |
|
|
2020
Q3 | $264K | Hold |
1,768
| – | – | 0.1% | 124 |
|
|
2020
Q2 | $224K | Buy |
+1,768
| New | +$224K | 0.09% | 131 |
|
|
2020
Q1 | – | Sell |
-1,900
| Closed | -$281K | – | 125 |
|
|
2019
Q4 | $281K | Sell |
1,900
-100
| -5% | -$14.8K | 0.11% | 134 |
|
|
2019
Q3 | $253K | Hold |
2,000
| – | – | 0.1% | 137 |
|
|
2019
Q2 | $273K | Sell |
2,000
-40
| -2% | -$5.46K | 0.12% | 124 |
|
|
2019
Q1 | $276K | Sell |
2,040
-50
| -2% | -$6.77K | 0.12% | 125 |
|
|
2018
Q4 | $266K | Hold |
2,090
| – | – | 0.12% | 124 |
|
|
2018
Q3 | $319 | Hold |
2,090
| – | – | 0.1% | 121 |
|
|
2018
Q2 | $284K | Hold |
2,090
| – | – | 0.12% | 133 |
|
|
2018
Q1 | $308K | Hold |
2,090
| – | – | 0.13% | 127 |
|
|
2017
Q4 | $329K | Hold |
2,090
| – | – | 0.14% | 120 |
|
|
2017
Q3 | $261K | Hold |
2,090
| – | – | 0.12% | 137 |
|
|
2017
Q2 | $225K | Buy |
+2,090
| New | +$225K | 0.11% | 143 |
|