AEPWM
Atlantic Edge Private Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.2K | Hold |
65
| – | – | 0.01% | 273 |
|
|
2025
Q1 | $21.4K | Hold |
65
| – | – | 0.01% | 275 |
|
|
2024
Q4 | $23.6K | Hold |
65
| – | – | 0.01% | 256 |
|
|
2024
Q3 | $25.4K | Sell |
65
-105
| -62% | -$41.1K | 0.01% | 244 |
|
|
2024
Q2 | $56.5K | Buy |
170
+1
| +0.6% | +$332 | 0.02% | 183 |
|
|
2024
Q1 | $62K | Buy |
169
+35
| +26% | +$12.8K | 0.02% | 177 |
|
|
2023
Q4 | $39.6K | Buy |
+134
| New | +$39.6K | 0.02% | 195 |
|