XWM
Xcel Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Buy |
3,960
+439
| +12% | +$170K | 0.44% | 54 |
|
|
2025
Q1 | $1.16M | Sell |
3,521
-449
| -11% | -$148K | 0.36% | 58 |
|
|
2024
Q4 | $1.44M | Buy |
3,970
+1
| +0% | +$363 | 0.4% | 47 |
|
|
2024
Q3 | $1.55M | Sell |
3,969
-529
| -12% | -$207K | 0.45% | 48 |
|
|
2024
Q2 | $1.5M | Sell |
4,498
-151
| -3% | -$50.3K | 0.47% | 45 |
|
|
2024
Q1 | $1.7M | Sell |
4,649
-398
| -8% | -$146K | 0.53% | 44 |
|
|
2023
Q4 | $1.49M | Sell |
5,047
-49
| -1% | -$14.5K | 0.52% | 46 |
|
|
2023
Q3 | $1.39M | Sell |
5,096
-48
| -0.9% | -$13.1K | 0.55% | 45 |
|
|
2023
Q2 | $1.27M | Buy |
5,144
+451
| +10% | +$111K | 0.4% | 57 |
|
|
2023
Q1 | $1.07M | Buy |
4,693
+858
| +22% | +$196K | 0.38% | 56 |
|
|
2022
Q4 | $919K | Hold |
3,835
| – | – | 0.36% | 57 |
|
|
2022
Q3 | $629K | Hold |
3,835
| – | – | 0.23% | 68 |
|
|
2022
Q2 | $686K | Buy |
3,835
+1
| +0% | +$179 | 0.25% | 67 |
|
|
2022
Q1 | $854K | Sell |
3,834
-100
| -3% | -$22.3K | 0.23% | 76 |
|
|
2021
Q4 | $813K | Buy |
3,934
+101
| +3% | +$20.9K | 0.21% | 80 |
|
|
2021
Q3 | $736K | Hold |
3,833
| – | – | 0.21% | 80 |
|
|
2021
Q2 | $834K | Sell |
3,833
-1,250
| -25% | -$272K | 0.25% | 75 |
|
|
2021
Q1 | $1.18M | Sell |
5,083
-749
| -13% | -$174K | 0.42% | 57 |
|
|
2020
Q4 | $1.06M | Sell |
5,832
-109
| -2% | -$19.8K | 0.46% | 49 |
|
|
2020
Q3 | $886K | Sell |
5,941
-858
| -13% | -$128K | 0.46% | 49 |
|
|
2020
Q2 | $860K | Sell |
6,799
-2,548
| -27% | -$322K | 0.53% | 42 |
|
|
2020
Q1 | $1.08M | Sell |
9,347
-649
| -6% | -$75.3K | 0.98% | 31 |
|
|
2019
Q4 | $1.48M | Sell |
9,996
-4,697
| -32% | -$694K | 1.23% | 25 |
|
|
2019
Q3 | $1.86M | Buy |
14,693
+6,157
| +72% | +$777K | 1.72% | 20 |
|
|
2019
Q2 | $1.16M | Buy |
8,536
+1
| +0% | +$136 | 1.14% | 30 |
|
|
2019
Q1 | $1.16M | Sell |
8,535
-579
| -6% | -$78.4K | 1.19% | 27 |
|
|
2018
Q4 | $1.16M | Buy |
+9,114
| New | +$1.16M | 1.42% | 25 |
|