EWS
Eagle Wealth Strategies’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $453K | Hold |
1,167
| – | – | 0.25% | 48 |
|
|
2025
Q1 | $385K | Buy |
1,167
+1
| +0.1% | +$330 | 0.24% | 51 |
|
|
2024
Q4 | $423K | Hold |
1,166
| – | – | 0.31% | 49 |
|
|
2024
Q3 | $456K | Hold |
1,166
| – | – | 0.33% | 46 |
|
|
2024
Q2 | $388K | Hold |
1,166
| – | – | 0.31% | 49 |
|
|
2024
Q1 | $424K | Buy |
1,166
+1
| +0.1% | +$364 | 0.34% | 46 |
|
|
2023
Q4 | $345K | Buy |
+1,165
| New | +$345K | 0.21% | 61 |
|