HNWAG
High Net Worth Advisory Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Sell |
2,926
-50
| -2% | -$19.4K | 0.3% | 73 |
|
|
2025
Q1 | $982K | Sell |
2,976
-162
| -5% | -$53.5K | 0.28% | 86 |
|
|
2024
Q4 | $1.14M | Sell |
3,138
-764
| -20% | -$277K | 0.32% | 71 |
|
|
2024
Q3 | $1.53M | Hold |
3,902
| – | – | 0.42% | 59 |
|
|
2024
Q2 | $1.3M | Buy |
3,902
+285
| +8% | +$94.9K | 0.39% | 59 |
|
|
2024
Q1 | $1.33M | Buy |
3,617
+240
| +7% | +$87.9K | 0.42% | 58 |
|
|
2023
Q4 | $998K | Sell |
3,377
-219
| -6% | -$64.8K | 0.37% | 66 |
|
|
2023
Q3 | $982K | Sell |
3,596
-110
| -3% | -$30K | 0.39% | 65 |
|
|
2023
Q2 | $912K | Sell |
3,706
-359
| -9% | -$88.3K | 0.35% | 71 |
|
|
2023
Q1 | $930K | Sell |
4,065
-147
| -3% | -$33.6K | 0.38% | 69 |
|
|
2022
Q4 | $1.01M | Sell |
4,212
-160
| -4% | -$38.3K | 0.39% | 62 |
|
|
2022
Q3 | $717K | Hold |
4,372
| – | – | 0.31% | 80 |
|
|
2022
Q2 | $782K | Sell |
4,372
-245
| -5% | -$43.8K | 0.32% | 75 |
|
|
2022
Q1 | $1.03M | Buy |
4,617
+500
| +12% | +$111K | 0.37% | 64 |
|
|
2021
Q4 | $851K | Buy |
+4,117
| New | +$851K | 0.3% | 70 |
|