WE
Wealth Effects’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
3,063
+141
| +5% | +$54.7K | 0.45% | 44 |
|
|
2025
Q1 | $964K | Sell |
2,922
-39
| -1% | -$12.9K | 0.4% | 56 |
|
|
2024
Q4 | $1.07M | Buy |
2,961
+265
| +10% | +$96.1K | 0.38% | 52 |
|
|
2024
Q3 | $1.05M | Sell |
2,696
-14
| -0.5% | -$5.48K | 0.37% | 57 |
|
|
2024
Q2 | $903K | Sell |
2,710
-499
| -16% | -$166K | 0.33% | 62 |
|
|
2024
Q1 | $1.18M | Buy |
3,209
+1
| +0% | +$366 | 0.43% | 49 |
|
|
2023
Q4 | $948K | Sell |
3,208
-39
| -1% | -$11.5K | 0.36% | 65 |
|
|
2023
Q3 | $886K | Buy |
3,247
+18
| +0.6% | +$4.91K | 0.44% | 51 |
|
|
2023
Q2 | $794K | Buy |
3,229
+32
| +1% | +$7.87K | 0.35% | 62 |
|
|
2023
Q1 | $732K | Sell |
3,197
-119
| -4% | -$27.2K | 0.37% | 59 |
|
|
2022
Q4 | $794K | Buy |
3,316
+201
| +6% | +$48.2K | 0.45% | 52 |
|
|
2022
Q3 | $511K | Buy |
3,115
+11
| +0.4% | +$1.8K | 0.31% | 74 |
|
|
2022
Q2 | $555K | Buy |
3,104
+256
| +9% | +$45.8K | 0.33% | 70 |
|
|
2022
Q1 | $635K | Buy |
2,848
+340
| +14% | +$75.8K | 0.3% | 70 |
|
|
2021
Q4 | $518K | Buy |
+2,508
| New | +$518K | 0.22% | 100 |
|