WDL
Well Done LLC’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Sell |
2,856
-72
| -2% | -$28K | 0.21% | 65 |
|
|
2025
Q1 | $1.06M | Buy |
2,928
+13
| +0.4% | +$4.72K | 0.19% | 65 |
|
|
2024
Q4 | $1.14M | Hold |
2,915
| – | – | 0.21% | 62 |
|
|
2024
Q3 | $1.14M | Buy |
2,915
+25
| +0.9% | +$9.78K | 0.21% | 62 |
|
|
2024
Q2 | $963K | Sell |
2,890
-36
| -1% | -$12K | 0.2% | 66 |
|
|
2024
Q1 | $1.07M | Buy |
2,926
+241
| +9% | +$88.3K | 0.21% | 63 |
|
|
2023
Q4 | $794K | Buy |
2,685
+8
| +0.3% | +$2.37K | 0.16% | 81 |
|
|
2023
Q3 | $731K | Buy |
2,677
+6
| +0.2% | +$1.64K | 0.16% | 78 |
|
|
2023
Q2 | $657K | Sell |
2,671
-158
| -6% | -$38.9K | 0.14% | 82 |
|
|
2023
Q1 | $647K | Sell |
2,829
-21
| -0.7% | -$4.81K | 0.14% | 83 |
|
|
2022
Q4 | $600K | Buy |
2,850
+19
| +0.7% | +$4K | 0.13% | 91 |
|
|
2022
Q3 | $465K | Buy |
2,831
+21
| +0.7% | +$3.45K | 0.11% | 92 |
|
|
2022
Q2 | $502K | Hold |
2,810
| – | – | 0.11% | 100 |
|
|
2022
Q1 | $626K | Sell |
2,810
-175
| -6% | -$39K | 0.13% | 95 |
|
|
2021
Q4 | $617K | Buy |
+2,985
| New | +$617K | 0.13% | 97 |
|
|
2019
Q1 | – | Sell |
-470
| Closed | -$60K | – | 217 |
|
|
2018
Q4 | $60K | Buy |
+470
| New | +$60K | 0.02% | 249 |
|
|
2018
Q2 | – | Sell |
-462
| Closed | -$68K | – | 180 |
|
|
2018
Q1 | $68K | Buy |
+462
| New | +$68K | 0.02% | 204 |
|