AWM
Accurate Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.87M | Buy |
7,031
+820
| +13% | +$335K | 0.44% | 51 |
|
|
2025
Q1 | $1.82M | Buy |
6,211
+733
| +13% | +$215K | 0.35% | 74 |
|
|
2024
Q4 | $1.92M | Buy |
5,478
+364
| +7% | +$128K | 0.37% | 70 |
|
|
2024
Q3 | $1.98M | Buy |
5,114
+273
| +6% | +$106K | 0.4% | 69 |
|
|
2024
Q2 | $1.67M | Sell |
4,841
-541
| -10% | -$187K | 0.4% | 64 |
|
|
2024
Q1 | $1.91M | Buy |
5,382
+4
| +0.1% | +$1.42K | 0.56% | 57 |
|
|
2023
Q4 | $1.57M | Buy |
5,378
+204
| +4% | +$59.6K | 0.49% | 60 |
|
|
2023
Q3 | $1.41M | Buy |
5,174
+678
| +15% | +$185K | 0.44% | 62 |
|
|
2023
Q2 | $1.15M | Buy |
4,496
+384
| +9% | +$98.2K | 0.36% | 67 |
|
|
2023
Q1 | $886K | Buy |
4,112
+501
| +14% | +$108K | 0.31% | 78 |
|
|
2022
Q4 | $905K | Buy |
3,611
+1,051
| +41% | +$263K | 0.33% | 64 |
|
|
2022
Q3 | $460K | Sell |
2,560
-330
| -11% | -$59.3K | 0.19% | 99 |
|
|
2022
Q2 | $519K | Buy |
2,890
+90
| +3% | +$16.2K | 0.28% | 74 |
|
|
2022
Q1 | $624K | Buy |
2,800
+389
| +16% | +$86.7K | 0.28% | 73 |
|
|
2021
Q4 | $492K | Buy |
2,411
+62
| +3% | +$12.7K | 0.4% | 65 |
|
|
2021
Q3 | $457K | Buy |
2,349
+200
| +9% | +$38.9K | 0.4% | 70 |
|
|
2021
Q2 | $468K | Buy |
+2,149
| New | +$468K | 0.41% | 61 |
|