WF
Wayfinding Financial’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $994K | Sell |
2,292
-11
| -0.5% | -$4.77K | 0.44% | 46 |
|
|
2025
Q1 | $759K | Sell |
2,303
-15
| -0.6% | -$4.94K | 0.33% | 54 |
|
|
2024
Q4 | $840K | Buy |
+2,318
| New | +$840K | 0.45% | 44 |
|
|
2024
Q3 | – | Sell |
-2,222
| Closed | -$740K | – | 51 |
|
|
2024
Q2 | $740K | Sell |
2,222
-425
| -16% | -$142K | 0.42% | 48 |
|
|
2024
Q1 | $911K | Sell |
2,647
-19
| -0.7% | -$6.54K | 0.53% | 42 |
|
|
2023
Q4 | $788K | Sell |
2,666
-35
| -1% | -$10.3K | 0.54% | 40 |
|
|
2023
Q3 | $733K | Buy |
2,701
+16
| +0.6% | +$4.34K | 0.55% | 36 |
|
|
2023
Q2 | $699K | Buy |
2,685
+73
| +3% | +$19K | 0.49% | 39 |
|
|
2023
Q1 | $597K | Buy |
2,612
+334
| +15% | +$76.3K | 0.45% | 43 |
|
|
2022
Q4 | $483K | Sell |
2,278
-185
| -8% | -$39.2K | 0.39% | 47 |
|
|
2022
Q3 | $404K | Buy |
2,463
+36
| +1% | +$5.91K | 0.38% | 42 |
|
|
2022
Q2 | $433K | Sell |
2,427
-21
| -0.9% | -$3.75K | 0.38% | 46 |
|
|
2022
Q1 | $525K | Buy |
2,448
+170
| +7% | +$36.5K | 0.44% | 40 |
|
|
2021
Q4 | $483K | Buy |
+2,278
| New | +$483K | 0.39% | 47 |
|