IWA
Inspirion Wealth Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Sell |
904
-48
| -5% | -$18.6K | 0.05% | 115 |
|
|
2025
Q1 | $314K | Buy |
952
+321
| +51% | +$106K | 0.04% | 120 |
|
|
2024
Q4 | $229K | Hold |
631
| – | – | 0.03% | 134 |
|
|
2024
Q3 | $247K | Hold |
631
| – | – | 0.03% | 133 |
|
|
2024
Q2 | $210K | Buy |
631
+71
| +13% | +$23.6K | 0.03% | 138 |
|
|
2024
Q1 | $205K | Buy |
+560
| New | +$205K | 0.03% | 141 |
|