WMA
Wealth Management Associates’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $520K | Buy |
1,340
+53
| +4% | +$20.6K | 0.2% | 94 |
|
|
2025
Q1 | $424K | Sell |
1,287
-151
| -11% | -$49.8K | 0.18% | 107 |
|
|
2024
Q4 | $521K | Buy |
1,438
+1
| +0.1% | +$363 | 0.22% | 88 |
|
|
2024
Q3 | $562K | Buy |
1,437
+1
| +0.1% | +$391 | 0.25% | 85 |
|
|
2024
Q2 | $478K | Hold |
1,436
| – | – | 0.22% | 88 |
|
|
2024
Q1 | $478K | Sell |
1,436
-320
| -18% | -$107K | 0.22% | 88 |
|
|
2023
Q4 | $519K | Sell |
1,756
-49
| -3% | -$14.5K | 0.27% | 80 |
|
|
2023
Q3 | $493K | Buy |
1,805
+196
| +12% | +$53.5K | 0.29% | 77 |
|
|
2023
Q2 | $396K | Buy |
1,609
+1
| +0.1% | +$246 | 0.22% | 94 |
|
|
2023
Q1 | $368K | Buy |
1,608
+45
| +3% | +$10.3K | 0.23% | 98 |
|
|
2022
Q4 | $374K | Buy |
1,563
+71
| +5% | +$17K | 0.25% | 95 |
|
|
2022
Q3 | $245K | Sell |
1,492
-77
| -5% | -$12.6K | 0.17% | 144 |
|
|
2022
Q2 | $280K | Buy |
1,569
+1
| +0.1% | +$179 | 0.19% | 132 |
|
|
2022
Q1 | $349K | Sell |
1,568
-1,810
| -54% | -$403K | 0.2% | 130 |
|
|
2021
Q4 | $698K | Buy |
3,378
+2,310
| +216% | +$478K | 0.38% | 68 |
|
|
2021
Q3 | $205K | Sell |
1,068
-932
| -47% | -$179K | 0.12% | 183 |
|
|
2021
Q2 | $435K | Buy |
2,000
+7
| +0.4% | +$1.52K | 0.25% | 110 |
|
|
2021
Q1 | $462K | Buy |
1,993
+8
| +0.4% | +$1.86K | 0.29% | 88 |
|
|
2020
Q4 | $361K | Buy |
1,985
+9
| +0.5% | +$1.64K | 0.24% | 107 |
|
|
2020
Q3 | $295K | Buy |
1,976
+11
| +0.6% | +$1.64K | 0.23% | 110 |
|
|
2020
Q2 | $249K | Buy |
1,965
+13
| +0.7% | +$1.65K | 0.21% | 114 |
|
|
2020
Q1 | $226K | Buy |
1,952
+46
| +2% | +$5.34K | 0.23% | 100 |
|
|
2019
Q4 | $282K | Sell |
1,906
-94
| -5% | -$13.9K | 0.2% | 115 |
|
|
2019
Q3 | $253K | Buy |
2,000
+114
| +6% | +$14.4K | 0.2% | 119 |
|
|
2019
Q2 | $257K | Buy |
1,886
+11
| +0.6% | +$1.5K | 0.26% | 78 |
|
|
2019
Q1 | $254K | Sell |
1,875
-191
| -9% | -$25.9K | 0.28% | 80 |
|
|
2018
Q4 | $262K | Buy |
+2,066
| New | +$262K | 0.35% | 66 |
|