WDG
Wealth Dimensions Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $419K | Buy |
1,080
+86
| +9% | +$33.4K | 0.09% | 112 |
|
|
2025
Q1 | $328K | Buy |
994
+53
| +6% | +$17.5K | 0.08% | 121 |
|
|
2024
Q4 | $341K | Buy |
941
+159
| +20% | +$57.7K | 0.08% | 114 |
|
|
2024
Q3 | $306K | Sell |
782
-37
| -5% | -$14.5K | 0.08% | 114 |
|
|
2024
Q2 | $273K | Sell |
819
-70
| -8% | -$23.3K | 0.08% | 117 |
|
|
2024
Q1 | $326K | Sell |
889
-13
| -1% | -$4.76K | 0.1% | 107 |
|
|
2023
Q4 | $267K | Sell |
902
-229
| -20% | -$67.7K | 0.08% | 114 |
|
|
2023
Q3 | $309K | Sell |
1,131
-77
| -6% | -$21K | 0.11% | 104 |
|
|
2023
Q2 | $297K | Buy |
1,208
+93
| +8% | +$22.9K | 0.11% | 108 |
|
|
2023
Q1 | $255K | Buy |
1,115
+56
| +5% | +$12.8K | 0.1% | 111 |
|
|
2022
Q4 | $254K | Buy |
+1,059
| New | +$254K | 0.1% | 111 |
|
|
2022
Q3 | – | Sell |
-1,154
| Closed | -$206K | – | 121 |
|
|
2022
Q2 | $206K | Buy |
+1,154
| New | +$206K | 0.1% | 119 |
|