AOWM
Alpha Omega Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Sell |
610
-11
| -2% | -$4.27K | 0.04% | 189 |
|
|
2025
Q1 | $205K | Buy |
+621
| New | +$205K | 0.04% | 198 |
|
|
2024
Q4 | – | Sell |
-530
| Closed | -$207K | – | 202 |
|
|
2024
Q3 | $207K | Buy |
+530
| New | +$207K | 0.04% | 202 |
|
|
2019
Q3 | – | Sell |
-890
| Closed | -$121K | – | 261 |
|
|
2019
Q2 | $121K | Hold |
890
| – | – | 0.05% | 178 |
|
|
2019
Q1 | $121K | Hold |
890
| – | – | 0.05% | 172 |
|
|
2018
Q4 | $113K | Hold |
890
| – | – | 0.06% | 166 |
|
|
2018
Q3 | $136K | Hold |
890
| – | – | 0.06% | 160 |
|
|
2018
Q2 | $121K | Sell |
890
-200
| -18% | -$27.2K | 0.06% | 159 |
|
|
2018
Q1 | $161K | Sell |
1,090
-369
| -25% | -$54.5K | 0.08% | 134 |
|
|
2017
Q4 | $230K | Sell |
1,459
-219
| -13% | -$34.5K | 0.11% | 116 |
|
|
2017
Q3 | $209K | Buy |
1,678
+100
| +6% | +$12.5K | 0.1% | 121 |
|
|
2017
Q2 | $170K | Hold |
1,578
| – | – | 0.09% | 136 |
|
|
2017
Q1 | $146K | Hold |
1,578
| – | – | 0.08% | 152 |
|
|
2016
Q4 | $146K | Buy |
+1,578
| New | +$146K | 0.08% | 151 |
|