AWE
Avidian Wealth Enterprises’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
4,141
+193
| +5% | +$74.9K | 0.07% | 155 |
|
|
2025
Q1 | $1.3M | Sell |
3,948
-697
| -15% | -$230K | 0.06% | 165 |
|
|
2024
Q4 | $1.69M | Buy |
4,645
+224
| +5% | +$81.3K | 0.08% | 139 |
|
|
2024
Q3 | $1.73M | Sell |
4,421
-182
| -4% | -$71.2K | 0.08% | 136 |
|
|
2024
Q2 | $1.53M | Sell |
4,603
-1,058
| -19% | -$352K | 0.06% | 135 |
|
|
2024
Q1 | $2.07M | Buy |
5,661
+191
| +3% | +$70K | 0.1% | 106 |
|
|
2023
Q4 | $1.62M | Sell |
5,470
-547
| -9% | -$162K | 0.1% | 124 |
|
|
2023
Q3 | $1.64M | Sell |
6,017
-123
| -2% | -$33.6K | 0.12% | 111 |
|
|
2023
Q2 | $1.51M | Sell |
6,140
-16,027
| -72% | -$3.94M | 0.1% | 136 |
|
|
2023
Q1 | $5.07M | Buy |
22,167
+368
| +2% | +$84.2K | 0.28% | 72 |
|
|
2022
Q4 | $5.22M | Buy |
21,799
+6,082
| +39% | +$1.46M | 0.34% | 64 |
|
|
2022
Q3 | $2.58M | Buy |
15,717
+71
| +0.5% | +$11.7K | 0.19% | 79 |
|
|
2022
Q2 | $2.8M | Buy |
15,646
+199
| +1% | +$35.6K | 0.2% | 87 |
|
|
2022
Q1 | $3.44M | Buy |
15,447
+461
| +3% | +$103K | 0.21% | 83 |
|
|
2021
Q4 | $3.1M | Buy |
14,986
+143
| +1% | +$29.6K | 0.19% | 89 |
|
|
2021
Q3 | $2.85M | Buy |
14,843
+311
| +2% | +$59.7K | 0.22% | 75 |
|
|
2021
Q2 | $3.16M | Buy |
14,532
+211
| +1% | +$45.9K | 0.24% | 71 |
|
|
2021
Q1 | $3.32M | Buy |
14,321
+255
| +2% | +$59.1K | 0.28% | 59 |
|
|
2020
Q4 | $2.56M | Sell |
14,066
-82
| -0.6% | -$14.9K | 0.24% | 63 |
|
|
2020
Q3 | $2.11M | Buy |
14,148
+885
| +7% | +$132K | 0.24% | 63 |
|
|
2020
Q2 | $1.68M | Buy |
13,263
+534
| +4% | +$67.6K | 0.23% | 68 |
|
|
2020
Q1 | $1.48M | Buy |
12,729
+11,059
| +662% | +$1.28M | 0.24% | 54 |
|
|
2019
Q4 | $247K | Sell |
1,670
-1,366
| -45% | -$202K | 0.04% | 198 |
|
|
2019
Q3 | $383K | Sell |
3,036
-1,295
| -30% | -$163K | 0.06% | 122 |
|
|
2019
Q2 | $590K | Buy |
+4,331
| New | +$590K | 0.14% | 59 |
|