BWA
BlueSky Wealth Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $734K | Sell |
1,890
-52
| -3% | -$20.2K | 0.11% | 49 |
|
|
2025
Q1 | $640K | Hold |
1,942
| – | – | 0.1% | 49 |
|
|
2024
Q4 | $704K | Hold |
1,942
| – | – | 0.11% | 50 |
|
|
2024
Q3 | $760K | Sell |
1,942
-852
| -30% | -$333K | 0.12% | 47 |
|
|
2024
Q2 | $931K | Buy |
2,794
+288
| +11% | +$95.9K | 0.16% | 43 |
|
|
2024
Q1 | $918K | Buy |
2,506
+91
| +4% | +$33.3K | 0.72% | 19 |
|
|
2023
Q4 | $714K | Sell |
2,415
-134
| -5% | -$39.6K | 0.13% | 43 |
|
|
2023
Q3 | $696K | Hold |
2,549
| – | – | 0.14% | 44 |
|
|
2023
Q2 | $627K | Buy |
2,549
+477
| +23% | +$117K | 0.13% | 43 |
|
|
2023
Q1 | $474K | Sell |
2,072
-8
| -0.4% | -$1.83K | 0.1% | 48 |
|
|
2022
Q4 | $498K | Sell |
2,080
-426
| -17% | -$102K | 0.11% | 45 |
|
|
2022
Q3 | $411K | Buy |
2,506
+516
| +26% | +$84.6K | 0.1% | 47 |
|
|
2022
Q2 | $356K | Hold |
1,990
| – | – | 0.08% | 53 |
|
|
2022
Q1 | $443K | Buy |
1,990
+70
| +4% | +$15.6K | 0.09% | 51 |
|
|
2021
Q4 | $397K | Hold |
1,920
| – | – | 0.07% | 51 |
|
|
2021
Q3 | $369K | Hold |
1,920
| – | – | 0.07% | 49 |
|
|
2021
Q2 | $417K | Buy |
1,920
+120
| +7% | +$26.1K | 0.08% | 46 |
|
|
2021
Q1 | $416K | Hold |
1,800
| – | – | 0.09% | 43 |
|
|
2020
Q4 | $328K | Hold |
1,800
| – | – | 0.08% | 40 |
|
|
2020
Q3 | $292K | Hold |
1,800
| – | – | 0.08% | 41 |
|
|
2020
Q2 | $228K | Sell |
1,800
-10
| -0.6% | -$1.27K | 0.07% | 47 |
|
|
2020
Q1 | $210K | Buy |
1,810
+10
| +0.6% | +$1.16K | 0.08% | 48 |
|
|
2019
Q4 | $265K | Hold |
1,800
| – | – | 0.09% | 56 |
|
|
2019
Q3 | $215K | Hold |
1,800
| – | – | 0.07% | 60 |
|
|
2019
Q2 | $245K | Hold |
1,800
| – | – | 0.09% | 58 |
|
|
2019
Q1 | $245K | Hold |
1,800
| – | – | 0.09% | 55 |
|
|
2018
Q4 | $237K | Buy |
+1,800
| New | +$237K | 0.09% | 54 |
|