BWA
BDO Wealth Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $405K | Buy |
1,644
+110
| +7% | +$27.1K | 0.05% | 192 |
|
|
2023
Q1 | $351K | Hold |
1,534
| – | – | 0.04% | 192 |
|
|
2022
Q4 | $367K | Sell |
1,534
-53
| -3% | -$12.7K | 0.05% | 200 |
|
|
2022
Q3 | $260K | Hold |
1,587
| – | – | 0.03% | 225 |
|
|
2022
Q2 | $284K | Sell |
1,587
-200
| -11% | -$35.8K | 0.04% | 216 |
|
|
2022
Q1 | $398K | Sell |
1,787
-70
| -4% | -$15.6K | 0.04% | 200 |
|
|
2021
Q4 | $384K | Sell |
1,857
-35
| -2% | -$7.24K | 0.04% | 208 |
|
|
2021
Q3 | $363K | Buy |
1,892
+105
| +6% | +$20.1K | 0.04% | 211 |
|
|
2021
Q2 | $389K | Hold |
1,787
| – | – | 0.04% | 215 |
|
|
2021
Q1 | $414K | Buy |
1,787
+343
| +24% | +$79.5K | 0.05% | 200 |
|
|
2020
Q4 | $263K | Buy |
1,444
+125
| +9% | +$22.8K | 0.04% | 214 |
|
|
2020
Q3 | $197K | Buy |
1,319
+41
| +3% | +$6.12K | 0.03% | 220 |
|
|
2020
Q2 | $162K | Buy |
1,278
+1
| +0.1% | +$127 | 0.03% | 236 |
|
|
2020
Q1 | $148K | Buy |
1,277
+1,026
| +409% | +$119K | 0.03% | 231 |
|
|
2019
Q4 | $37K | Sell |
251
-38
| -13% | -$5.6K | 0.01% | 328 |
|
|
2019
Q3 | $37K | Hold |
289
| – | – | 0.01% | 346 |
|
|
2019
Q2 | $39K | Buy |
289
+33
| +13% | +$4.45K | 0.01% | 327 |
|
|
2019
Q1 | $35K | Sell |
256
-99
| -28% | -$13.5K | 0.01% | 318 |
|
|
2018
Q4 | $45K | Sell |
355
-193
| -35% | -$24.5K | 0.02% | 270 |
|
|
2018
Q3 | $84K | Buy |
548
+2
| +0.4% | +$307 | 0.03% | 232 |
|
|
2018
Q2 | $74K | Buy |
546
+58
| +12% | +$7.86K | 0.03% | 244 |
|
|
2018
Q1 | $72K | Buy |
488
+458
| +1,527% | +$67.6K | 0.03% | 209 |
|
|
2017
Q4 | $5K | Buy |
30
+5
| +20% | +$833 | ﹤0.01% | 369 |
|
|
2017
Q3 | $3K | Sell |
25
-450
| -95% | -$54K | ﹤0.01% | 368 |
|
|
2017
Q2 | $51K | Buy |
+475
| New | +$51K | 0.02% | 231 |
|