BA
Bellwether Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.3K | Hold |
140
| – | – | 0.01% | 216 |
|
|
2025
Q1 | $46.2K | Hold |
140
| – | – | 0.01% | 225 |
|
|
2024
Q4 | $50.8K | Buy |
+140
| New | +$50.8K | 0.01% | 232 |
|
|
2023
Q2 | – | Sell |
-66
| Closed | -$15.1K | – | 143 |
|
|
2023
Q1 | $15.1K | Hold |
66
| – | – | ﹤0.01% | 258 |
|
|
2022
Q4 | $15.8K | Hold |
66
| – | – | ﹤0.01% | 254 |
|
|
2022
Q3 | $10K | Hold |
66
| – | – | ﹤0.01% | 260 |
|
|
2022
Q2 | $11K | Hold |
66
| – | – | ﹤0.01% | 243 |
|
|
2022
Q1 | $14K | Hold |
66
| – | – | ﹤0.01% | 285 |
|
|
2021
Q4 | $13K | Hold |
66
| – | – | ﹤0.01% | 302 |
|
|
2021
Q3 | $12K | Sell |
66
-3,022
| -98% | -$549K | ﹤0.01% | 287 |
|
|
2021
Q2 | $672K | Buy |
3,088
+2,978
| +2,707% | +$648K | 0.23% | 82 |
|
|
2021
Q1 | $25K | Buy |
110
+42
| +62% | +$9.55K | 0.01% | 192 |
|
|
2020
Q4 | $12K | Buy |
+68
| New | +$12K | 0.01% | 218 |
|