CAWM
Capital Advisors Wealth Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $533K | Buy |
1,373
+46
| +3% | +$17.9K | 0.08% | 107 |
|
|
2025
Q1 | $438K | Buy |
1,327
+60
| +5% | +$19.8K | 0.08% | 115 |
|
|
2024
Q4 | $460K | Buy |
1,267
+103
| +9% | +$37.4K | 0.08% | 102 |
|
|
2024
Q3 | $455K | Buy |
1,164
+1
| +0.1% | +$391 | 0.08% | 98 |
|
|
2024
Q2 | $387K | Hold |
1,163
| – | – | 0.08% | 100 |
|
|
2024
Q1 | $426K | Sell |
1,163
-21
| -2% | -$7.7K | 0.09% | 95 |
|
|
2023
Q4 | $350K | Buy |
1,184
+22
| +2% | +$6.5K | 0.08% | 99 |
|
|
2023
Q3 | $317K | Hold |
1,162
| – | – | 0.08% | 99 |
|
|
2023
Q2 | $286K | Buy |
1,162
+81
| +7% | +$19.9K | 0.07% | 101 |
|
|
2023
Q1 | $247K | Hold |
1,081
| – | – | 0.07% | 111 |
|
|
2022
Q4 | $259K | Buy |
+1,081
| New | +$259K | 0.08% | 102 |
|
|
2022
Q2 | – | Sell |
-1,079
| Closed | -$241K | – | 119 |
|
|
2022
Q1 | $241K | Buy |
1,079
+20
| +2% | +$4.47K | 0.07% | 106 |
|
|
2021
Q4 | $219K | Buy |
1,059
+1
| +0.1% | +$207 | 0.07% | 113 |
|
|
2021
Q3 | $203K | Hold |
1,058
| – | – | 0.07% | 99 |
|
|
2021
Q2 | $230K | Hold |
1,058
| – | – | 0.09% | 84 |
|
|
2021
Q1 | $245K | Buy |
+1,058
| New | +$245K | 0.11% | 82 |
|