AWA
Acorn Wealth Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Buy |
4,177
+11
| +0.3% | +$4.27K | 0.6% | 42 |
|
|
2025
Q1 | $1.37M | Hold |
4,166
| – | – | 0.57% | 42 |
|
|
2024
Q4 | $1.51M | Buy |
4,166
+10
| +0.2% | +$3.63K | 0.62% | 39 |
|
|
2024
Q3 | $1.63M | Sell |
4,156
-119
| -3% | -$46.5K | 0.7% | 33 |
|
|
2024
Q2 | $1.42M | Buy |
4,275
+11
| +0.3% | +$3.66K | 0.7% | 34 |
|
|
2024
Q1 | $1.56M | Buy |
4,264
+301
| +8% | +$110K | 0.82% | 30 |
|
|
2023
Q4 | $1.17M | Sell |
3,963
-57
| -1% | -$16.9K | 0.69% | 33 |
|
|
2023
Q3 | $1.1M | Sell |
4,020
-44
| -1% | -$12K | 0.73% | 32 |
|
|
2023
Q2 | $1M | Buy |
4,064
+12
| +0.3% | +$2.95K | 0.68% | 37 |
|
|
2023
Q1 | $927K | Sell |
4,052
-335
| -8% | -$76.7K | 0.68% | 34 |
|
|
2022
Q4 | $1.05M | Buy |
4,387
+33
| +0.8% | +$7.91K | 0.81% | 28 |
|
|
2022
Q3 | $714K | Buy |
4,354
+2,014
| +86% | +$330K | 0.59% | 39 |
|
|
2022
Q2 | $418K | Buy |
2,340
+12
| +0.5% | +$2.14K | 0.33% | 78 |
|
|
2022
Q1 | $519K | Buy |
2,328
+8
| +0.3% | +$1.78K | 0.36% | 66 |
|
|
2021
Q4 | $480K | Buy |
2,320
+11
| +0.5% | +$2.28K | 0.3% | 80 |
|
|
2021
Q3 | $443K | Sell |
2,309
-53
| -2% | -$10.2K | 0.31% | 80 |
|
|
2021
Q2 | $514K | Buy |
2,362
+1
| +0% | +$218 | 0.36% | 68 |
|
|
2021
Q1 | $547K | Buy |
2,361
+1
| +0% | +$232 | 0.39% | 62 |
|
|
2020
Q4 | $429K | Buy |
2,360
+48
| +2% | +$8.73K | 0.34% | 68 |
|
|
2020
Q3 | $345K | Sell |
2,312
-76
| -3% | -$11.3K | 0.3% | 72 |
|
|
2020
Q2 | $302K | Buy |
2,388
+139
| +6% | +$17.6K | 0.28% | 74 |
|
|
2020
Q1 | $269K | Buy |
2,249
+188
| +9% | +$22.5K | 0.3% | 68 |
|
|
2019
Q4 | $301K | Buy |
2,061
+13
| +0.6% | +$1.9K | 0.25% | 86 |
|
|
2019
Q3 | $296K | Buy |
2,048
+72
| +4% | +$10.4K | 0.25% | 84 |
|
|
2019
Q2 | $238K | Buy |
1,976
+24
| +1% | +$2.89K | 0.22% | 102 |
|
|
2019
Q1 | $273K | Buy |
1,952
+11
| +0.6% | +$1.54K | 0.25% | 88 |
|
|
2018
Q4 | $254K | Buy |
1,941
+11
| +0.6% | +$1.44K | 0.26% | 84 |
|
|
2018
Q3 | $241K | Sell |
1,930
-2
| -0.1% | -$250 | 0.24% | 100 |
|
|
2018
Q2 | $263K | Buy |
1,932
+8
| +0.4% | +$1.09K | 0.22% | 90 |
|
|
2018
Q1 | $281K | Buy |
1,924
+111
| +6% | +$16.2K | 0.24% | 85 |
|
|
2017
Q4 | $296K | Buy |
+1,813
| New | +$296K | 0.27% | 73 |
|