AWA
Amplius Wealth Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $200K | Buy |
+516
| New | +$200K | 0.02% | 198 |
|
|
2024
Q4 | – | Sell |
-559
| Closed | -$219K | – | 181 |
|
|
2024
Q3 | $219K | Sell |
559
-42
| -7% | -$16.4K | 0.02% | 165 |
|
|
2024
Q2 | $200K | Buy |
601
+38
| +7% | +$12.7K | 0.02% | 164 |
|
|
2024
Q1 | $206K | Buy |
+563
| New | +$206K | 0.02% | 169 |
|
|
2022
Q1 | – | Sell |
-727
| Closed | -$150K | – | 274 |
|
|
2021
Q4 | $150K | Buy |
+727
| New | +$150K | 0.02% | 206 |
|