AWM
Activest Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.9K | Buy |
126
+106
| +530% | +$41.2K | 0.01% | 214 |
|
|
2025
Q1 | $6.6K | Buy |
20
+18
| +900% | +$5.94K | ﹤0.01% | 471 |
|
|
2024
Q4 | $726 | Buy |
+2
| New | +$726 | ﹤0.01% | 491 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 605 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 552 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 357 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 364 |
|
|
2023
Q2 | – | Sell |
-19
| Closed | -$4.38K | – | 305 |
|
|
2023
Q1 | $4.38K | Buy |
+19
| New | +$4.38K | ﹤0.01% | 218 |
|
|
2022
Q3 | – | Sell |
-19
| Closed | -$3K | – | 460 |
|
|
2022
Q2 | $3K | Hold |
19
| – | – | ﹤0.01% | 290 |
|
|
2022
Q1 | $4K | Hold |
19
| – | – | ﹤0.01% | 271 |
|
|
2021
Q4 | $4K | Sell |
19
-11
| -37% | -$2.32K | ﹤0.01% | 267 |
|
|
2021
Q3 | $6K | Sell |
30
-33
| -52% | -$6.6K | ﹤0.01% | 266 |
|
|
2021
Q2 | $14K | Sell |
63
-30
| -32% | -$6.67K | 0.01% | 173 |
|
|
2021
Q1 | $21K | Buy |
+93
| New | +$21K | 0.02% | 146 |
|