Weaver Consulting Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Buy |
+564
| New | +$219K | 0.06% | 224 |
|
|
2024
Q4 | – | Sell |
-543
| Closed | -$212K | – | 223 |
|
|
2024
Q3 | $212K | Buy |
+543
| New | +$212K | 0.07% | 206 |
|
|
2020
Q4 | – | Sell |
-88
| Closed | -$13K | – | 249 |
|
|
2020
Q3 | $13K | Hold |
88
| – | – | 0.01% | 482 |
|
|
2020
Q2 | $11K | Buy |
88
+18
| +26% | +$2.25K | 0.01% | 496 |
|
|
2020
Q1 | $8K | Hold |
70
| – | – | 0.01% | 480 |
|
|
2019
Q4 | $9K | Hold |
70
| – | – | ﹤0.01% | 509 |
|
|
2019
Q3 | $9K | Sell |
70
-100
| -59% | -$12.9K | ﹤0.01% | 497 |
|
|
2019
Q2 | $23K | Buy |
+170
| New | +$23K | 0.01% | 323 |
|