CWS Financial Advisors’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $390K | Sell |
1,004
-300
| -23% | -$116K | 0.11% | 98 |
|
|
2025
Q1 | $430K | Buy |
1,304
+300
| +30% | +$98.9K | 0.14% | 84 |
|
|
2024
Q4 | $364K | Hold |
1,004
| – | – | 0.12% | 92 |
|
|
2024
Q3 | $393K | Hold |
1,004
| – | – | 0.14% | 83 |
|
|
2024
Q2 | $334K | Hold |
1,004
| – | – | 0.13% | 82 |
|
|
2024
Q1 | $368K | Sell |
1,004
-36
| -3% | -$13.2K | 0.15% | 76 |
|
|
2023
Q4 | $307K | Sell |
1,040
-300
| -22% | -$88.7K | 0.12% | 121 |
|
|
2023
Q3 | $366K | Sell |
1,340
-282
| -17% | -$77K | 0.15% | 105 |
|
|
2023
Q2 | $399K | Buy |
1,622
+282
| +21% | +$69.4K | 0.15% | 101 |
|
|
2023
Q1 | $307K | Buy |
1,340
+16
| +1% | +$3.66K | 0.12% | 114 |
|
|
2022
Q4 | $307K | Buy |
+1,324
| New | +$307K | 0.13% | 104 |
|
|
2022
Q2 | – | Sell |
-1,360
| Closed | -$303K | – | 165 |
|
|
2022
Q1 | $303K | Hold |
1,360
| – | – | 0.11% | 113 |
|
|
2021
Q4 | $281K | Buy |
+1,360
| New | +$281K | 0.1% | 123 |
|
|
2021
Q2 | $288K | Hold |
1,324
| – | – | 0.11% | 116 |
|
|
2021
Q1 | $307K | Hold |
1,324
| – | – | 0.13% | 104 |
|
|
2020
Q4 | $241K | Buy |
+1,324
| New | +$241K | 0.14% | 115 |
|