CWA
CJM Wealth Advisers’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $467K | Buy |
1,202
+1
| +0.1% | +$388 | 0.16% | 45 |
|
|
2025
Q1 | $396K | Hold |
1,201
| – | – | 0.14% | 46 |
|
|
2024
Q4 | $436K | Buy |
1,201
+1
| +0.1% | +$363 | 0.15% | 43 |
|
|
2024
Q3 | $469K | Buy |
1,200
+1
| +0.1% | +$391 | 0.16% | 40 |
|
|
2024
Q2 | $395K | Buy |
1,199
+1
| +0.1% | +$329 | 0.15% | 41 |
|
|
2024
Q1 | $439K | Sell |
1,198
-5
| -0.4% | -$1.83K | 0.17% | 39 |
|
|
2023
Q4 | $356K | Buy |
1,203
+7
| +0.6% | +$2.07K | 0.16% | 43 |
|
|
2023
Q3 | $327K | Buy |
1,196
+1
| +0.1% | +$273 | 0.16% | 40 |
|
|
2023
Q2 | $294K | Buy |
1,195
+1
| +0.1% | +$246 | 0.15% | 42 |
|
|
2023
Q1 | $273K | Buy |
1,194
+1
| +0.1% | +$229 | 0.16% | 44 |
|
|
2022
Q4 | $286K | Buy |
+1,193
| New | +$286K | 0.18% | 42 |
|
|
2022
Q3 | – | Sell |
-1,191
| Closed | -$213K | – | 52 |
|
|
2022
Q2 | $213K | Hold |
1,191
| – | – | 0.15% | 51 |
|
|
2022
Q1 | $265K | Hold |
1,191
| – | – | 0.18% | 47 |
|
|
2021
Q4 | $246K | Buy |
+1,191
| New | +$246K | 0.18% | 53 |
|