AWAG
ARS Wealth Advisors Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Sell |
5,214
-360
| -6% | -$140K | 0.23% | 56 |
|
|
2025
Q1 | $1.84M | Sell |
5,574
-166
| -3% | -$54.8K | 0.26% | 50 |
|
|
2024
Q4 | $2.08M | Buy |
5,740
+8
| +0.1% | +$2.9K | 0.29% | 46 |
|
|
2024
Q3 | $2.24M | Buy |
5,732
+452
| +9% | +$177K | 0.28% | 48 |
|
|
2024
Q2 | $1.76M | Buy |
5,280
+1
| +0% | +$333 | 0.23% | 53 |
|
|
2024
Q1 | $1.93M | Sell |
5,279
-11
| -0.2% | -$4.03K | 0.26% | 52 |
|
|
2023
Q4 | $1.56M | Sell |
5,290
-1,591
| -23% | -$470K | 0.23% | 50 |
|
|
2023
Q3 | $1.88M | Sell |
6,881
-1,150
| -14% | -$314K | 0.31% | 53 |
|
|
2023
Q2 | $1.98M | Sell |
8,031
-3,084
| -28% | -$759K | 0.31% | 52 |
|
|
2023
Q1 | $2.54M | Sell |
11,115
-14,036
| -56% | -$3.21M | 0.47% | 46 |
|
|
2022
Q4 | $6.03M | Sell |
25,151
-1,925
| -7% | -$461K | 0.99% | 37 |
|
|
2022
Q3 | $4.44M | Buy |
27,076
+1,147
| +4% | +$188K | 0.68% | 49 |
|
|
2022
Q2 | $4.64M | Buy |
25,929
+24,829
| +2,257% | +$4.44M | 0.64% | 55 |
|
|
2022
Q1 | $245K | Sell |
1,100
-5
| -0.5% | -$1.11K | 0.04% | 114 |
|
|
2021
Q4 | $228K | Buy |
1,105
+60
| +6% | +$12.4K | 0.04% | 131 |
|
|
2021
Q3 | $201K | Buy |
+1,045
| New | +$201K | 0.04% | 131 |
|