AWA
Arbor Wealth Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $946K | Hold |
2,437
| – | – | 0.77% | 21 |
|
|
2025
Q1 | $804K | Hold |
2,437
| – | – | 0.72% | 22 |
|
|
2024
Q4 | $884K | Buy |
2,437
+100
| +4% | +$36.3K | 0.79% | 20 |
|
|
2024
Q3 | $914K | Hold |
2,337
| – | – | 0.82% | 20 |
|
|
2024
Q2 | $778K | Hold |
2,337
| – | – | 0.77% | 22 |
|
|
2024
Q1 | $856K | Hold |
2,337
| – | – | 0.81% | 22 |
|
|
2023
Q4 | $691K | Buy |
+2,337
| New | +$691K | 0.71% | 24 |
|