WMWM
Whitaker-Myers Wealth Managers’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $640K | Buy |
1,649
+231
| +16% | +$89.7K | 0.16% | 64 |
|
|
2025
Q1 | $468K | Buy |
+1,418
| New | +$468K | 0.13% | 68 |
|
|
2024
Q4 | – | Sell |
-1,156
| Closed | -$452K | – | 124 |
|
|
2024
Q3 | $452K | Buy |
1,156
+197
| +21% | +$77.1K | 0.15% | 64 |
|
|
2024
Q2 | $319K | Buy |
959
+129
| +16% | +$43K | 0.12% | 72 |
|
|
2024
Q1 | $304K | Buy |
+830
| New | +$304K | 0.13% | 74 |
|