GWANC
Guardian Wealth Advisors (North Carolina)’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.61M | Buy |
4,141
+86
| +2% | +$33.4K | 0.11% | 105 |
|
|
2025
Q1 | $1.34M | Buy |
4,055
+1,239
| +44% | +$409K | 0.11% | 105 |
|
|
2024
Q4 | $1.02M | Buy |
2,816
+796
| +39% | +$289K | 0.08% | 127 |
|
|
2024
Q3 | $790K | Buy |
2,020
+9
| +0.4% | +$3.52K | 0.08% | 123 |
|
|
2024
Q2 | $670K | Sell |
2,011
-52
| -3% | -$17.3K | 0.08% | 130 |
|
|
2024
Q1 | $756K | Sell |
2,063
-42
| -2% | -$15.4K | 0.09% | 120 |
|
|
2023
Q4 | $622K | Sell |
2,105
-106
| -5% | -$31.3K | 0.09% | 115 |
|
|
2023
Q3 | $604K | Buy |
2,211
+51
| +2% | +$13.9K | 0.1% | 109 |
|
|
2023
Q2 | $531K | Sell |
2,160
-5
| -0.2% | -$1.23K | 0.09% | 116 |
|
|
2023
Q1 | $496K | Buy |
2,165
+91
| +4% | +$20.8K | 0.09% | 116 |
|
|
2022
Q4 | $497K | Buy |
2,074
+143
| +7% | +$34.3K | 0.1% | 113 |
|
|
2022
Q3 | $317K | Buy |
1,931
+455
| +31% | +$74.7K | 0.06% | 140 |
|
|
2022
Q2 | $264K | Sell |
1,476
-237
| -14% | -$42.4K | 0.05% | 158 |
|
|
2022
Q1 | $382K | Buy |
+1,713
| New | +$382K | 0.16% | 106 |
|