FWA
FSM Wealth Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $458K | Buy |
1,169
+303
| +35% | +$119K | 0.07% | 169 |
|
|
2025
Q1 | $286K | Buy |
866
+178
| +26% | +$58.7K | 0.06% | 160 |
|
|
2024
Q4 | $262K | Buy |
688
+25
| +4% | +$9.51K | 0.06% | 151 |
|
|
2024
Q3 | $259K | Buy |
663
+61
| +10% | +$23.9K | 0.07% | 144 |
|
|
2024
Q2 | $201K | Buy |
602
+17
| +3% | +$5.66K | 0.07% | 157 |
|
|
2024
Q1 | $214K | Buy |
+585
| New | +$214K | 0.08% | 154 |
|