GWSA
Global Wealth Strategies & Associates’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $116K | Hold |
298
| – | – | 0.03% | 68 |
|
|
2025
Q1 | $98.3K | Hold |
298
| – | – | 0.03% | 77 |
|
|
2024
Q4 | $108K | Buy |
298
+134
| +82% | +$48.6K | 0.03% | 69 |
|
|
2024
Q3 | $64.1K | Hold |
164
| – | – | 0.02% | 84 |
|
|
2024
Q2 | $54.6K | Hold |
164
| – | – | 0.02% | 82 |
|
|
2024
Q1 | $60.1K | Hold |
164
| – | – | 0.02% | 82 |
|
|
2023
Q4 | $48.5K | Hold |
164
| – | – | 0.02% | 87 |
|
|
2023
Q3 | $44.8K | Buy |
164
+67
| +69% | +$18.3K | 0.02% | 81 |
|
|
2023
Q2 | $23.9K | Hold |
97
| – | – | 0.01% | 105 |
|
|
2023
Q1 | $22.2K | Buy |
97
+40
| +70% | +$9.15K | 0.01% | 105 |
|
|
2022
Q4 | $13.7K | Buy |
+57
| New | +$13.7K | 0.01% | 131 |
|