CWA
Canvas Wealth Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $455K | Buy |
1,052
+124
| +13% | +$53.7K | 0.09% | 117 |
|
|
2025
Q1 | $270K | Buy |
928
+15
| +2% | +$4.37K | 0.07% | 147 |
|
|
2024
Q4 | $331K | Buy |
913
+86
| +10% | +$31.2K | 0.08% | 127 |
|
|
2024
Q3 | $323K | Buy |
+827
| New | +$323K | 0.09% | 121 |
|
|
2022
Q2 | – | Sell |
-1,121
| Closed | -$239K | – | 131 |
|
|
2022
Q1 | $239K | Sell |
1,121
-14
| -1% | -$2.99K | 0.09% | 125 |
|
|
2021
Q4 | $235K | Buy |
+1,135
| New | +$235K | 0.08% | 123 |
|
|
2021
Q3 | – | Sell |
-955
| Closed | -$208K | – | 120 |
|
|
2021
Q2 | $208K | Buy |
955
+65
| +7% | +$14.2K | 0.09% | 114 |
|
|
2021
Q1 | $206K | Buy |
+890
| New | +$206K | 0.12% | 110 |
|