EWA
Encompass Wealth Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Sell |
825
-1
| -0.1% | -$388 | 0.12% | 84 |
|
|
2025
Q1 | $272K | Hold |
826
| – | – | 0.11% | 85 |
|
|
2024
Q4 | $300K | Buy |
826
+3
| +0.4% | +$1.09K | 0.12% | 83 |
|
|
2024
Q3 | $322K | Sell |
823
-18
| -2% | -$7.04K | 0.08% | 186 |
|
|
2024
Q2 | $280K | Hold |
841
| – | – | 0.07% | 190 |
|
|
2024
Q1 | $308K | Hold |
841
| – | – | 0.08% | 193 |
|
|
2023
Q4 | $249K | Hold |
841
| – | – | 0.07% | 182 |
|
|
2023
Q3 | $230K | Hold |
841
| – | – | 0.08% | 183 |
|
|
2023
Q2 | $207K | Buy |
+841
| New | +$207K | 0.07% | 198 |
|
|
2023
Q1 | – | Sell |
-841
| Closed | -$201K | – | 281 |
|
|
2022
Q4 | $201K | Buy |
+841
| New | +$201K | 0.07% | 194 |
|