CWA
Clarus Wealth Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $970K | Sell |
2,461
-100
| -4% | -$39.4K | 0.45% | 57 |
|
|
2025
Q1 | $771K | Sell |
2,561
-190
| -7% | -$57.2K | 0.41% | 59 |
|
|
2024
Q4 | $997K | Sell |
2,751
-271
| -9% | -$98.2K | 0.5% | 48 |
|
|
2024
Q3 | $1.2M | Buy |
3,022
+55
| +2% | +$21.9K | 0.61% | 43 |
|
|
2024
Q2 | $975K | Buy |
2,967
+118
| +4% | +$38.8K | 0.52% | 44 |
|
|
2024
Q1 | $1.06M | Sell |
2,849
-152
| -5% | -$56.6K | 0.6% | 42 |
|
|
2023
Q4 | $846K | Buy |
+3,001
| New | +$846K | 0.5% | 44 |
|
|
2023
Q2 | $814K | Buy |
3,320
+154
| +5% | +$37.8K | 0.49% | 44 |
|
|
2023
Q1 | $662K | Buy |
3,166
+206
| +7% | +$43.1K | 0.42% | 49 |
|
|
2022
Q4 | $741K | Buy |
2,960
+749
| +34% | +$188K | 0.49% | 41 |
|
|
2022
Q3 | $395K | Buy |
2,211
+205
| +10% | +$36.6K | 0.28% | 72 |
|
|
2022
Q2 | $351K | Buy |
2,006
+88
| +5% | +$15.4K | 0.25% | 75 |
|
|
2022
Q1 | $414K | Buy |
1,918
+38
| +2% | +$8.2K | 0.26% | 72 |
|
|
2021
Q4 | $418K | Buy |
1,880
+168
| +10% | +$37.4K | 0.24% | 67 |
|
|
2021
Q3 | $330K | Sell |
1,712
-718
| -30% | -$138K | 0.2% | 77 |
|
|
2021
Q2 | $531K | Sell |
2,430
-1,591
| -40% | -$348K | 0.33% | 49 |
|
|
2021
Q1 | $928K | Buy |
4,021
+1,465
| +57% | +$338K | 0.58% | 35 |
|
|
2020
Q4 | $496K | Buy |
2,556
+741
| +41% | +$144K | 0.33% | 56 |
|
|
2020
Q3 | $275K | Buy |
1,815
+124
| +7% | +$18.8K | 0.21% | 99 |
|
|
2020
Q2 | $215K | Buy |
+1,691
| New | +$215K | 0.18% | 115 |
|
|
2020
Q1 | – | Sell |
-1,527
| Closed | -$225K | – | 115 |
|
|
2019
Q4 | $225K | Sell |
1,527
-1,280
| -46% | -$189K | 0.15% | 123 |
|
|
2019
Q3 | $355K | Buy |
2,807
+1,330
| +90% | +$168K | 0.26% | 87 |
|
|
2019
Q2 | $201K | Buy |
1,477
+22
| +2% | +$2.99K | 0.15% | 108 |
|
|
2019
Q1 | $197K | Buy |
1,455
+5
| +0.3% | +$677 | 0.15% | 102 |
|
|
2018
Q4 | $184K | Buy |
1,450
+213
| +17% | +$27K | 0.29% | 87 |
|
|
2018
Q3 | $189K | Sell |
1,237
-1,997
| -62% | -$305K | 0.12% | 135 |
|
|
2018
Q2 | $477K | Hold |
3,234
| – | – | 0.36% | 30 |
|
|
2018
Q1 | $477K | Sell |
3,234
-1,187
| -27% | -$175K | 0.44% | 30 |
|
|
2017
Q4 | $697K | Buy |
+4,421
| New | +$697K | 0.67% | 20 |
|