AWM
Atticus Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $120K | Buy |
310
+4
| +1% | +$1.55K | 0.03% | 228 |
|
|
2025
Q1 | $101K | Hold |
306
| – | – | 0.03% | 160 |
|
|
2024
Q4 | $111K | Sell |
306
-4
| -1% | -$1.45K | 0.03% | 156 |
|
|
2024
Q3 | $121K | Sell |
310
-6
| -2% | -$2.35K | 0.04% | 155 |
|
|
2024
Q2 | $105K | Buy |
316
+9
| +3% | +$3K | 0.03% | 160 |
|
|
2024
Q1 | $112K | Sell |
307
-49
| -14% | -$18K | 0.04% | 155 |
|
|
2023
Q4 | $105K | Hold |
356
| – | – | 0.04% | 160 |
|
|
2023
Q3 | $97.2K | Hold |
356
| – | – | 0.04% | 178 |
|
|
2023
Q2 | $87.6K | Sell |
356
-10
| -3% | -$2.46K | 0.03% | 192 |
|
|
2023
Q1 | $83.8K | Sell |
366
-97
| -21% | -$22.2K | 0.03% | 192 |
|
|
2022
Q4 | $111K | Sell |
463
-14
| -3% | -$3.35K | 0.05% | 171 |
|
|
2022
Q3 | $85K | Hold |
477
| – | – | 0.04% | 177 |
|
|
2022
Q2 | $85K | Buy |
477
+443
| +1,303% | +$78.9K | 0.04% | 197 |
|
|
2022
Q1 | $8K | Buy |
34
+4
| +13% | +$941 | ﹤0.01% | 420 |
|
|
2021
Q4 | $6K | Sell |
30
-21
| -41% | -$4.2K | ﹤0.01% | 378 |
|
|
2021
Q3 | $10K | Sell |
51
-623
| -92% | -$122K | ﹤0.01% | 340 |
|
|
2021
Q2 | $147K | Sell |
674
-10
| -1% | -$2.18K | 0.06% | 136 |
|
|
2021
Q1 | $158K | Buy |
684
+34
| +5% | +$7.85K | 0.08% | 121 |
|
|
2020
Q4 | $118K | Buy |
650
+1
| +0.2% | +$182 | 0.06% | 144 |
|
|
2020
Q3 | $97K | Buy |
+649
| New | +$97K | 0.06% | 139 |
|
|
2020
Q1 | – | Sell |
-3
| Closed | – | – | 327 |
|
|
2019
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 388 |
|