AWM
Allen Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Sell |
3,681
-329
| -8% | -$128K | 1% | 22 |
|
|
2025
Q1 | $1.32M | Buy |
4,010
+30
| +0.8% | +$9.89K | 0.91% | 24 |
|
|
2024
Q4 | $1.44M | Sell |
3,980
-740
| -16% | -$268K | 1.03% | 21 |
|
|
2024
Q3 | $1.85M | Sell |
4,720
-360
| -7% | -$141K | 1.28% | 17 |
|
|
2024
Q2 | $1.69M | Sell |
5,080
-103
| -2% | -$34.3K | 1.51% | 14 |
|
|
2024
Q1 | $1.9M | Sell |
5,183
-375
| -7% | -$137K | 1.68% | 12 |
|
|
2023
Q4 | $1.64M | Buy |
+5,558
| New | +$1.64M | 1.61% | 14 |
|