FNWA
Financial Network Wealth Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $47K | Buy |
121
+7
| +6% | +$2.72K | 0.06% | 268 |
|
|
2025
Q1 | $37.6K | Buy |
114
+14
| +14% | +$4.62K | 0.05% | 280 |
|
|
2024
Q4 | $36.3K | Sell |
100
-529
| -84% | -$192K | 0.07% | 217 |
|
|
2024
Q3 | $246K | Sell |
629
-1
| -0.2% | -$391 | 0.2% | 99 |
|
|
2024
Q2 | $210K | Sell |
630
-12
| -2% | -$4K | 0.16% | 130 |
|
|
2024
Q1 | $235K | Buy |
+642
| New | +$235K | 0.23% | 101 |
|