BWP
Balboa Wealth Partners’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $421K | Sell |
1,085
-349
| -24% | -$135K | 0.08% | 186 |
|
|
2025
Q1 | $473K | Buy |
1,434
+188
| +15% | +$62K | 0.11% | 137 |
|
|
2024
Q4 | $452K | Buy |
1,246
+271
| +28% | +$98.3K | 0.1% | 152 |
|
|
2024
Q3 | $381K | Sell |
975
-31
| -3% | -$12.1K | 0.1% | 164 |
|
|
2024
Q2 | $335K | Buy |
1,006
+175
| +21% | +$58.3K | 0.09% | 176 |
|
|
2024
Q1 | $304K | Buy |
+831
| New | +$304K | 0.09% | 163 |
|
|
2023
Q3 | – | Sell |
-901
| Closed | -$222K | – | 283 |
|
|
2023
Q2 | $222K | Sell |
901
-470
| -34% | -$116K | 0.08% | 214 |
|
|
2023
Q1 | $314K | Sell |
1,371
-271
| -17% | -$62K | 0.12% | 154 |
|
|
2022
Q4 | $393K | Buy |
1,642
+361
| +28% | +$86.5K | 0.18% | 127 |
|
|
2022
Q3 | $210K | Buy |
+1,281
| New | +$210K | 0.09% | 189 |
|