WCAMG
Woodard & Company Asset Management Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Buy |
5,264
+248
| +5% | +$96.3K | 0.38% | 41 |
|
|
2025
Q1 | $1.65M | Buy |
5,016
+204
| +4% | +$67.3K | 0.34% | 44 |
|
|
2024
Q4 | $1.75M | Buy |
4,812
+186
| +4% | +$67.5K | 0.38% | 37 |
|
|
2024
Q3 | $1.81M | Buy |
4,626
+142
| +3% | +$55.5K | 0.41% | 38 |
|
|
2024
Q2 | $1.49M | Buy |
4,484
+100
| +2% | +$33.3K | 0.37% | 39 |
|
|
2024
Q1 | $1.61M | Buy |
4,384
+284
| +7% | +$104K | 0.43% | 34 |
|
|
2023
Q4 | $1.21M | Buy |
+4,100
| New | +$1.21M | 0.35% | 41 |
|