AWA
Aaron Wealth Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Sell |
5,111
-479
| -9% | -$186K | 0.2% | 67 |
|
|
2025
Q1 | $1.84M | Sell |
5,590
-506
| -8% | -$167K | 0.21% | 66 |
|
|
2024
Q4 | $2.21M | Buy |
6,096
+375
| +7% | +$136K | 0.26% | 57 |
|
|
2024
Q3 | $2.24M | Buy |
5,721
+779
| +16% | +$305K | 0.27% | 58 |
|
|
2024
Q2 | $1.65M | Buy |
4,942
+221
| +5% | +$73.6K | 0.23% | 60 |
|
|
2024
Q1 | $1.73M | Buy |
4,721
+275
| +6% | +$101K | 0.25% | 59 |
|
|
2023
Q4 | $1.31M | Sell |
4,446
-6
| -0.1% | -$1.77K | 0.22% | 61 |
|
|
2023
Q3 | $1.22M | Buy |
4,452
+103
| +2% | +$28.1K | 0.16% | 81 |
|
|
2023
Q2 | $1.07M | Buy |
4,349
+376
| +9% | +$92.5K | 0.14% | 92 |
|
|
2023
Q1 | $909K | Sell |
3,973
-180
| -4% | -$41.2K | 0.13% | 96 |
|
|
2022
Q4 | $995K | Buy |
4,153
+2,133
| +106% | +$511K | 0.15% | 94 |
|
|
2022
Q3 | $331K | Sell |
2,020
-121
| -6% | -$19.8K | 0.06% | 158 |
|
|
2022
Q2 | $382K | Sell |
2,141
-451,074
| -100% | -$80.5M | 0.1% | 124 |
|
|
2022
Q1 | $2.03M | Buy |
453,215
+451,208
| +22,482% | +$2.02M | 0.03% | 232 |
|
|
2021
Q4 | $414K | Buy |
2,007
+224
| +13% | +$46.2K | 0.12% | 114 |
|
|
2021
Q3 | $342K | Buy |
1,783
+93
| +6% | +$17.8K | 0.1% | 116 |
|
|
2021
Q2 | $367K | Sell |
1,690
-31
| -2% | -$6.73K | 0.12% | 111 |
|
|
2021
Q1 | $399K | Buy |
+1,721
| New | +$399K | 0.15% | 98 |
|