WWP
WR Wealth Planners’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.37M | Sell |
9,285
-304
| -3% | -$110K | 1.08% | 16 |
|
|
2024
Q3 | $3.75M | Sell |
9,589
-23
| -0.2% | -$9K | 1.04% | 20 |
|
|
2024
Q2 | $3.2M | Sell |
9,612
-714
| -7% | -$238K | 0.98% | 20 |
|
|
2024
Q1 | $3.78M | Sell |
10,326
-213
| -2% | -$78K | 1.18% | 17 |
|
|
2023
Q4 | $3.12M | Sell |
10,539
-94
| -0.9% | -$27.8K | 1.16% | 19 |
|
|
2023
Q3 | $2.9M | Buy |
10,633
+489
| +5% | +$133K | 1.11% | 21 |
|
|
2023
Q2 | $2.5M | Buy |
10,144
+2,424
| +31% | +$596K | 0.97% | 23 |
|
|
2023
Q1 | $1.77M | Buy |
7,720
+795
| +11% | +$182K | 0.76% | 28 |
|
|
2022
Q4 | $1.66M | Sell |
6,925
-260
| -4% | -$62.3K | 1.02% | 24 |
|
|
2022
Q3 | $1.18M | Hold |
7,185
| – | – | 0.83% | 24 |
|
|
2022
Q2 | $1.28M | Sell |
7,185
-178
| -2% | -$31.8K | 0.85% | 25 |
|
|
2022
Q1 | $1.64M | Buy |
+7,363
| New | +$1.64M | 0.98% | 25 |
|