BWA
Blodgett Wealth Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Sell |
626
-200
| -24% | -$77.7K | 0.19% | 57 |
|
|
2025
Q1 | $273K | Hold |
826
| – | – | 0.23% | 50 |
|
|
2024
Q4 | $300K | Hold |
826
| – | – | 0.24% | 47 |
|
|
2024
Q3 | $323K | Sell |
826
-16
| -2% | -$6.26K | 0.27% | 45 |
|
|
2024
Q2 | $280K | Buy |
842
+1
| +0.1% | +$333 | 0.24% | 47 |
|
|
2024
Q1 | $308K | Hold |
841
| – | – | 0.28% | 46 |
|
|
2023
Q4 | $249K | Buy |
841
+1
| +0.1% | +$296 | 0.25% | 51 |
|
|
2023
Q3 | $229K | Buy |
840
+1
| +0.1% | +$273 | 0.25% | 51 |
|
|
2023
Q2 | $206K | Buy |
+839
| New | +$206K | 0.21% | 61 |
|
|
2023
Q1 | – | Sell |
-902
| Closed | -$216K | – | 63 |
|
|
2022
Q4 | $216K | Buy |
+902
| New | +$216K | 0.26% | 56 |
|
|
2022
Q2 | – | Sell |
-1,640
| Closed | -$365K | – | 68 |
|
|
2022
Q1 | $365K | Buy |
1,640
+50
| +3% | +$11.1K | 0.3% | 55 |
|
|
2021
Q4 | $329K | Buy |
+1,590
| New | +$329K | 0.26% | 64 |
|