ATWA
Arbor Trust Wealth Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.24M | Sell |
5,759
-380
| -6% | -$148K | 1.09% | 31 |
|
|
2025
Q1 | $2.02M | Sell |
6,139
-387
| -6% | -$128K | 0.95% | 34 |
|
|
2024
Q4 | $2.37M | Sell |
6,526
-195
| -3% | -$70.7K | 1.11% | 31 |
|
|
2024
Q3 | $2.24M | Hold |
6,721
| – | – | 1.18% | 30 |
|
|
2024
Q2 | $2.24M | Buy |
6,721
+53
| +0.8% | +$17.7K | 1.18% | 30 |
|
|
2024
Q1 | $2.48M | Sell |
6,668
-75
| -1% | -$27.9K | 1.36% | 26 |
|
|
2023
Q4 | $1.99M | Sell |
6,743
-272
| -4% | -$80.4K | 1.19% | 29 |
|
|
2023
Q3 | $1.92M | Buy |
7,015
+99
| +1% | +$27K | 1.26% | 29 |
|
|
2023
Q2 | $1.7M | Buy |
6,916
+360
| +5% | +$88.6K | 1.08% | 30 |
|
|
2023
Q1 | $1.5M | Buy |
6,556
+996
| +18% | +$228K | 0.99% | 31 |
|
|
2022
Q4 | $1.33M | Buy |
5,560
+60
| +1% | +$14.4K | 0.92% | 32 |
|
|
2022
Q3 | $897K | Sell |
5,500
-275
| -5% | -$44.9K | 0.68% | 37 |
|
|
2022
Q2 | $1.03M | Buy |
5,775
+565
| +11% | +$101K | 0.72% | 38 |
|
|
2022
Q1 | $1.16M | Sell |
5,210
-375
| -7% | -$83.6K | 0.7% | 41 |
|
|
2021
Q4 | $1.16M | Hold |
5,585
| – | – | 0.67% | 41 |
|
|
2021
Q3 | $1.07M | Hold |
5,585
| – | – | 0.67% | 42 |
|
|
2021
Q2 | $1.22M | Buy |
5,585
+175
| +3% | +$38.1K | 0.76% | 42 |
|
|
2021
Q1 | $1.25M | Buy |
5,410
+710
| +15% | +$164K | 0.84% | 40 |
|
|
2020
Q4 | $855K | Buy |
4,700
+200
| +4% | +$36.4K | 0.62% | 43 |
|
|
2020
Q3 | $671K | Sell |
4,500
-50
| -1% | -$7.46K | 0.58% | 42 |
|
|
2020
Q2 | $576K | Sell |
4,550
-250
| -5% | -$31.6K | 0.52% | 49 |
|
|
2020
Q1 | $557K | Sell |
4,800
-1,076
| -18% | -$125K | 0.59% | 45 |
|
|
2019
Q4 | $868K | Buy |
+5,876
| New | +$868K | 0.74% | 41 |
|