WA
WealthTrust Axiom’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $619K | Sell |
1,595
-18
| -1% | -$6.99K | 0.18% | 113 |
|
|
2025
Q1 | $532K | Buy |
1,613
+14
| +0.9% | +$4.62K | 0.16% | 124 |
|
|
2024
Q4 | $580K | Sell |
1,599
-15
| -0.9% | -$5.44K | 0.17% | 119 |
|
|
2024
Q3 | $631K | Buy |
1,614
+14
| +0.9% | +$5.48K | 0.19% | 112 |
|
|
2024
Q2 | $533K | Sell |
1,600
-31
| -2% | -$10.3K | 0.18% | 123 |
|
|
2024
Q1 | $597K | Buy |
1,631
+2
| +0.1% | +$733 | 0.19% | 114 |
|
|
2023
Q4 | $482K | Sell |
1,629
-38
| -2% | -$11.2K | 0.16% | 128 |
|
|
2023
Q3 | $455K | Sell |
1,667
-85
| -5% | -$23.2K | 0.16% | 131 |
|
|
2023
Q2 | $431K | Hold |
1,752
| – | – | 0.14% | 149 |
|
|
2023
Q1 | $401K | Buy |
1,752
+1
| +0.1% | +$229 | 0.14% | 152 |
|
|
2022
Q4 | $420K | Buy |
1,751
+149
| +9% | +$35.7K | 0.15% | 140 |
|
|
2022
Q3 | $262K | Buy |
1,602
+1
| +0.1% | +$164 | 0.1% | 174 |
|
|
2022
Q2 | $286K | Buy |
1,601
+1
| +0.1% | +$179 | 0.1% | 169 |
|
|
2022
Q1 | $356K | Hold |
1,600
| – | – | 0.11% | 163 |
|
|
2021
Q4 | $330K | Sell |
1,600
-74
| -4% | -$15.3K | 0.11% | 171 |
|
|
2021
Q3 | $321K | Buy |
1,674
+1
| +0.1% | +$192 | 0.11% | 161 |
|
|
2021
Q2 | $364K | Buy |
1,673
+500
| +43% | +$109K | 0.12% | 154 |
|
|
2021
Q1 | $272K | Hold |
1,173
| – | – | 0.09% | 178 |
|
|
2020
Q4 | $213K | Buy |
+1,173
| New | +$213K | 0.08% | 196 |
|
|
2020
Q3 | – | Sell |
-1,873
| Closed | -$236K | – | 210 |
|
|
2020
Q2 | $236K | Hold |
1,873
| – | – | 0.1% | 157 |
|
|
2020
Q1 | $217K | Hold |
1,873
| – | – | 0.11% | 148 |
|
|
2019
Q4 | $276K | Hold |
1,873
| – | – | 0.09% | 160 |
|
|
2019
Q3 | $236K | Buy |
+1,873
| New | +$236K | 0.08% | 179 |
|