APW
Acima Private Wealth’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $572K | Hold |
1,473
| – | – | 0.19% | 67 |
|
|
2025
Q1 | $486K | Hold |
1,473
| – | – | 0.17% | 68 |
|
|
2024
Q4 | $534K | Hold |
1,473
| – | – | 0.18% | 73 |
|
|
2024
Q3 | $576K | Hold |
1,473
| – | – | 0.19% | 70 |
|
|
2024
Q2 | $491K | Hold |
1,473
| – | – | 0.18% | 77 |
|
|
2024
Q1 | $540K | Hold |
1,473
| – | – | 0.2% | 78 |
|
|
2023
Q4 | $436K | Hold |
1,473
| – | – | 0.17% | 87 |
|
|
2023
Q3 | $402K | Hold |
1,473
| – | – | 0.18% | 96 |
|
|
2023
Q2 | $362K | Sell |
1,473
-5
| -0.3% | -$1.23K | 0.17% | 97 |
|
|
2023
Q1 | $338K | Buy |
1,478
+57
| +4% | +$13K | 0.17% | 95 |
|
|
2022
Q4 | $340K | Hold |
1,421
| – | – | 0.17% | 95 |
|
|
2022
Q3 | $233K | Hold |
1,421
| – | – | 0.12% | 109 |
|
|
2022
Q2 | $254K | Hold |
1,421
| – | – | 0.13% | 109 |
|
|
2022
Q1 | $317K | Hold |
1,421
| – | – | 0.15% | 110 |
|
|
2021
Q4 | $294K | Hold |
1,421
| – | – | 0.13% | 112 |
|
|
2021
Q3 | $273K | Hold |
1,421
| – | – | 0.13% | 110 |
|
|
2021
Q2 | $309K | Hold |
1,421
| – | – | 0.14% | 104 |
|
|
2021
Q1 | $329K | Hold |
1,421
| – | – | 0.16% | 96 |
|
|
2020
Q4 | $259K | Hold |
1,421
| – | – | 0.13% | 106 |
|
|
2020
Q3 | $212K | Hold |
1,421
| – | – | 0.13% | 109 |
|
|
2020
Q2 | $180K | Hold |
1,421
| – | – | 0.12% | 122 |
|
|
2020
Q1 | $165K | Hold |
1,421
| – | – | 0.13% | 122 |
|
|
2019
Q4 | $210K | Hold |
1,421
| – | – | 0.15% | 133 |
|
|
2019
Q3 | $179K | Hold |
1,421
| – | – | 0.14% | 139 |
|
|
2019
Q2 | $194K | Hold |
1,421
| – | – | 0.15% | 125 |
|
|
2019
Q1 | $193K | Hold |
1,421
| – | – | 0.17% | 120 |
|
|
2018
Q4 | $181K | Buy |
+1,421
| New | +$181K | 0.18% | 119 |
|