YWS
Yarger Wealth Strategies’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Buy |
+628
| New | +$244K | 0.13% | 98 |
|
|
2025
Q1 | – | Sell |
-578
| Closed | -$210K | – | 99 |
|
|
2024
Q4 | $210K | Buy |
578
+14
| +2% | +$5.08K | 0.12% | 86 |
|
|
2024
Q3 | $220K | Buy |
+564
| New | +$220K | 0.12% | 88 |
|
|
2024
Q2 | – | Sell |
-550
| Closed | -$201K | – | 85 |
|
|
2024
Q1 | $201K | Buy |
+550
| New | +$201K | 0.14% | 78 |
|