AWM
Ameliora Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $133K | Hold |
342
| – | – | 0.05% | 122 |
|
|
2025
Q1 | $113K | Sell |
342
-223
| -39% | -$73.5K | 0.04% | 129 |
|
|
2024
Q4 | $205K | Buy |
565
+65
| +13% | +$23.6K | 0.08% | 96 |
|
|
2024
Q3 | $196K | Hold |
500
| – | – | 0.08% | 85 |
|
|
2024
Q2 | $167K | Hold |
500
| – | – | 0.08% | 90 |
|
|
2024
Q1 | $183K | Buy |
+500
| New | +$183K | 0.08% | 93 |
|