CAMG
CWA Asset Management Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.25M | Sell |
8,368
-5,357
| -39% | -$2.08M | 0.14% | 146 |
|
|
2025
Q1 | $4.53M | Buy |
13,725
+1,695
| +14% | +$559K | 0.22% | 104 |
|
|
2024
Q4 | $4.36M | Buy |
12,030
+1,115
| +10% | +$404K | 0.22% | 95 |
|
|
2024
Q3 | $4.27M | Buy |
+10,915
| New | +$4.27M | 0.23% | 94 |
|
|
2024
Q1 | $2.75M | Buy |
7,509
+2,048
| +38% | +$750K | 0.17% | 125 |
|
|
2023
Q4 | $1.61M | Buy |
5,461
+1,154
| +27% | +$341K | 0.11% | 131 |
|
|
2023
Q3 | $1.18M | Buy |
4,307
+381
| +10% | +$104K | 0.09% | 134 |
|
|
2023
Q2 | $966K | Buy |
3,926
+314
| +9% | +$77.3K | 0.07% | 144 |
|
|
2023
Q1 | $827K | Buy |
3,612
+512
| +17% | +$117K | 0.06% | 144 |
|
|
2022
Q4 | $743K | Buy |
3,100
+124
| +4% | +$29.7K | 0.06% | 153 |
|
|
2022
Q3 | $488K | Buy |
2,976
+33
| +1% | +$5.41K | 0.05% | 174 |
|
|
2022
Q2 | $526K | Sell |
2,943
-46
| -2% | -$8.22K | 0.05% | 171 |
|
|
2022
Q1 | $666K | Buy |
2,989
+118
| +4% | +$26.3K | 0.05% | 161 |
|
|
2021
Q4 | $594K | Buy |
2,871
+14
| +0.5% | +$2.9K | 0.04% | 169 |
|
|
2021
Q3 | $548K | Buy |
2,857
+119
| +4% | +$22.8K | 0.04% | 173 |
|
|
2021
Q2 | $593K | Sell |
2,738
-133
| -5% | -$28.8K | 0.05% | 168 |
|
|
2021
Q1 | $666K | Buy |
2,871
+121
| +4% | +$28.1K | 0.06% | 153 |
|
|
2020
Q4 | $501K | Buy |
2,750
+22
| +0.8% | +$4.01K | 0.05% | 166 |
|
|
2020
Q3 | $407K | Sell |
2,728
-1,375
| -34% | -$205K | 0.05% | 153 |
|
|
2020
Q2 | $519K | Sell |
4,103
-1,011
| -20% | -$128K | 0.09% | 119 |
|
|
2020
Q1 | $593K | Sell |
5,114
-1,723
| -25% | -$200K | 0.11% | 107 |
|
|
2019
Q4 | $1.01M | Buy |
6,837
+605
| +10% | +$89.4K | 0.16% | 93 |
|
|
2019
Q3 | $787K | Sell |
6,232
-197
| -3% | -$24.9K | 0.13% | 102 |
|
|
2019
Q2 | $876K | Sell |
6,429
-658
| -9% | -$89.7K | 0.15% | 102 |
|
|
2019
Q1 | $960K | Sell |
7,087
-1,667
| -19% | -$226K | 0.19% | 97 |
|
|
2018
Q4 | $1.11M | Buy |
8,754
+1,036
| +13% | +$132K | 0.26% | 78 |
|
|
2018
Q3 | $1.18M | Buy |
7,718
+1,404
| +22% | +$214K | 0.26% | 79 |
|
|
2018
Q2 | $857K | Buy |
6,314
+987
| +19% | +$134K | 0.2% | 85 |
|
|
2018
Q1 | $785K | Buy |
5,327
+2,873
| +117% | +$423K | 0.19% | 90 |
|
|
2017
Q4 | $387K | Sell |
2,454
-90
| -4% | -$14.2K | 0.1% | 123 |
|
|
2017
Q3 | $317K | Buy |
2,544
+31
| +1% | +$3.86K | 0.09% | 119 |
|
|
2017
Q2 | $270K | Buy |
2,513
+129
| +5% | +$13.9K | 0.09% | 132 |
|
|
2017
Q1 | $221K | Buy |
2,384
+221
| +10% | +$20.5K | 0.08% | 143 |
|
|
2016
Q4 | $201K | Buy |
+2,163
| New | +$201K | 0.09% | 146 |
|