WAM
WealthTrust Asset Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,581
| Closed | -$936K | – | 88 |
|
|
2024
Q4 | $936K | Sell |
2,581
-117
| -4% | -$42.4K | 0.67% | 36 |
|
|
2024
Q3 | $1.06M | Sell |
2,698
-363
| -12% | -$142K | 0.79% | 29 |
|
|
2024
Q2 | $1.02M | Sell |
3,061
-120
| -4% | -$40K | 0.74% | 33 |
|
|
2024
Q1 | $1.17M | Sell |
3,181
-164
| -5% | -$60.1K | 0.89% | 25 |
|
|
2023
Q4 | $989K | Sell |
3,345
-337
| -9% | -$99.6K | 0.83% | 33 |
|
|
2023
Q3 | $1.01M | Sell |
3,682
-52
| -1% | -$14.2K | 0.94% | 32 |
|
|
2023
Q2 | $919K | Sell |
3,734
-271
| -7% | -$66.7K | 0.83% | 34 |
|
|
2023
Q1 | $917K | Buy |
+4,005
| New | +$917K | 0.87% | 34 |
|
|
2022
Q3 | – | Sell |
-3,932
| Closed | -$703K | – | 67 |
|
|
2022
Q2 | $703K | Buy |
+3,932
| New | +$703K | 0.66% | 39 |
|