CWAG
Compton Wealth Advisory Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.54M | Buy |
6,533
+93
| +1% | +$36.1K | 0.64% | 32 |
|
|
2025
Q1 | $2.12M | Sell |
6,440
-886
| -12% | -$292K | 0.59% | 36 |
|
|
2024
Q4 | $2.66M | Sell |
7,326
-64
| -0.9% | -$23.2K | 0.69% | 33 |
|
|
2024
Q3 | $2.89M | Buy |
7,390
+58
| +0.8% | +$22.7K | 0.73% | 31 |
|
|
2024
Q2 | $2.44M | Buy |
7,332
+639
| +10% | +$213K | 0.65% | 34 |
|
|
2024
Q1 | $2.45M | Buy |
6,693
+419
| +7% | +$154K | 0.67% | 31 |
|
|
2023
Q4 | $1.86M | Buy |
6,274
+4,889
| +353% | +$1.45M | 0.58% | 35 |
|
|
2023
Q3 | $378K | Buy |
+1,385
| New | +$378K | 0.13% | 75 |
|
|
2019
Q4 | – | Sell |
-8,833
| Closed | -$1.12M | – | 61 |
|
|
2019
Q3 | $1.12M | Buy |
8,833
+2,643
| +43% | +$334K | 0.61% | 32 |
|
|
2019
Q2 | $844K | Buy |
6,190
+676
| +12% | +$92.2K | 0.43% | 40 |
|
|
2019
Q1 | $747K | Buy |
5,514
+35
| +0.6% | +$4.74K | 0.4% | 42 |
|
|
2018
Q4 | $696K | Buy |
+5,479
| New | +$696K | 0.36% | 41 |
|