WIM
Warwick Investment Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $448K | Sell |
1,154
-13
| -1% | -$5.05K | 0.09% | 71 |
|
|
2025
Q1 | $385K | Buy |
1,167
+30
| +3% | +$9.89K | 0.08% | 72 |
|
|
2024
Q4 | $412K | Buy |
1,137
+2
| +0.2% | +$726 | 0.09% | 61 |
|
|
2024
Q3 | $444K | Buy |
1,135
+22
| +2% | +$8.61K | 0.11% | 54 |
|
|
2024
Q2 | $371K | Buy |
1,113
+30
| +3% | +$9.99K | 0.09% | 68 |
|
|
2024
Q1 | $397K | Buy |
1,083
+164
| +18% | +$60.1K | 0.1% | 63 |
|
|
2023
Q4 | $272K | Buy |
919
+138
| +18% | +$40.8K | 0.08% | 65 |
|
|
2023
Q3 | $213K | Buy |
+781
| New | +$213K | 0.08% | 63 |
|