IWS
Insight Wealth Strategies’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-6,441
| Closed | -$2.12M | – | 173 |
|
|
2025
Q1 | $2.12M | Buy |
6,441
+29
| +0.5% | +$9.56K | 0.29% | 91 |
|
|
2024
Q4 | $2.33M | Buy |
6,412
+163
| +3% | +$59.1K | 0.31% | 86 |
|
|
2024
Q3 | $2.44M | Buy |
6,249
+125
| +2% | +$48.9K | 0.32% | 83 |
|
|
2024
Q2 | $2.04M | Buy |
6,124
+301
| +5% | +$100K | 0.29% | 86 |
|
|
2024
Q1 | $2.13M | Buy |
+5,823
| New | +$2.13M | 0.31% | 80 |
|