GWA
Gibson Wealth Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Buy |
+670
| New | +$260K | 0.19% | 35 |
|
|
2024
Q4 | – | Sell |
-545
| Closed | -$213K | – | 35 |
|
|
2024
Q3 | $213K | Buy |
+545
| New | +$213K | 0.17% | 33 |
|
|
2022
Q4 | $34.3M | Buy |
157,500
+155,000
| +6,200% | +$33.7M | 0.66% | 21 |
|
|
2022
Q3 | $410K | Buy |
+2,500
| New | +$410K | 0.47% | 21 |
|