CWA
CM Wealth Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-950
| Closed | -$329K | – | 90 |
|
|
2024
Q1 | $329K | Buy |
+950
| New | +$329K | 0.09% | 127 |
|
|
2023
Q3 | – | Sell |
-1,086
| Closed | -$284K | – | 92 |
|
|
2023
Q2 | $284K | Sell |
1,086
-5,471
| -83% | -$1.43M | 0.09% | 110 |
|
|
2023
Q1 | $1.43M | Buy |
+6,557
| New | +$1.43M | 0.28% | 84 |
|