GWA
GGM Wealth Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-885
| Closed | -$346K | – | 143 |
|
|
2024
Q3 | $346K | Sell |
885
-41
| -4% | -$16K | 0.15% | 102 |
|
|
2024
Q2 | $308K | Sell |
926
-15
| -2% | -$4.99K | 0.14% | 106 |
|
|
2024
Q1 | $350K | Sell |
941
-4
| -0.4% | -$1.49K | 0.16% | 93 |
|
|
2023
Q4 | $283K | Buy |
945
+4
| +0.4% | +$1.2K | 0.12% | 119 |
|
|
2023
Q3 | $257K | Buy |
941
+2
| +0.2% | +$546 | 0.11% | 122 |
|
|
2023
Q2 | $237K | Buy |
+939
| New | +$237K | 0.1% | 128 |
|
|
2023
Q1 | – | Sell |
-931
| Closed | -$232K | – | 73 |
|
|
2022
Q4 | $232K | Buy |
+931
| New | +$232K | 0.12% | 121 |
|