AWP
Ascent Wealth Partners’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.26M | Sell |
16,123
-116
| -0.7% | -$45K | 0.77% | 42 |
|
|
2025
Q1 | $5.36M | Buy |
16,239
+102
| +0.6% | +$33.6K | 0.72% | 43 |
|
|
2024
Q4 | $5.85M | Sell |
16,137
-187
| -1% | -$67.8K | 0.79% | 41 |
|
|
2024
Q3 | $6.38M | Sell |
16,324
-208
| -1% | -$81.4K | 0.89% | 38 |
|
|
2024
Q2 | $5.51M | Sell |
16,532
-182
| -1% | -$60.6K | 0.81% | 39 |
|
|
2024
Q1 | $6.12M | Sell |
16,714
-160
| -0.9% | -$58.6K | 0.91% | 38 |
|
|
2023
Q4 | $4.99M | Buy |
16,874
+264
| +2% | +$78.1K | 0.81% | 42 |
|
|
2023
Q3 | $4.53M | Sell |
16,610
-256
| -2% | -$69.9K | 0.84% | 42 |
|
|
2023
Q2 | $4.02M | Buy |
16,866
+1,146
| +7% | +$273K | 0.71% | 44 |
|
|
2023
Q1 | $3.6M | Sell |
15,720
-70
| -0.4% | -$16K | 0.72% | 45 |
|
|
2022
Q4 | $3.78M | Buy |
15,790
+1,835
| +13% | +$439K | 0.81% | 40 |
|
|
2022
Q3 | $2.29M | Sell |
13,955
-3,469
| -20% | -$569K | 0.55% | 49 |
|
|
2022
Q2 | $3.12M | Buy |
+17,424
| New | +$3.12M | 0.7% | 46 |
|