IWA
IVC Wealth Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.56M | Sell |
4,006
-247
| -6% | -$95.9K | 0.76% | 26 |
|
|
2025
Q1 | $1.4M | Buy |
4,253
+268
| +7% | +$88.4K | 0.75% | 30 |
|
|
2024
Q4 | $1.45M | Sell |
3,985
-381
| -9% | -$138K | 0.81% | 27 |
|
|
2024
Q3 | $1.71M | Buy |
4,366
+6
| +0.1% | +$2.35K | 0.93% | 24 |
|
|
2024
Q2 | $1.45M | Buy |
4,360
+229
| +6% | +$76.3K | 0.81% | 29 |
|
|
2024
Q1 | $1.51M | Buy |
4,131
+127
| +3% | +$46.5K | 0.87% | 27 |
|
|
2023
Q4 | $1.18M | Buy |
4,004
+49
| +1% | +$14.5K | 0.74% | 30 |
|
|
2023
Q3 | $1.08M | Buy |
3,955
+16
| +0.4% | +$4.37K | 0.72% | 33 |
|
|
2023
Q2 | $969K | Sell |
3,939
-52
| -1% | -$12.8K | 0.61% | 42 |
|
|
2023
Q1 | $913K | Sell |
3,991
-165
| -4% | -$37.8K | 0.65% | 42 |
|
|
2022
Q4 | $996K | Buy |
4,156
+17
| +0.4% | +$4.07K | 0.73% | 38 |
|
|
2022
Q3 | $679K | Buy |
4,139
+72
| +2% | +$11.8K | 0.55% | 50 |
|
|
2022
Q2 | $727K | Sell |
4,067
-23
| -0.6% | -$4.11K | 0.56% | 49 |
|
|
2022
Q1 | $911K | Buy |
4,090
+95
| +2% | +$21.2K | 0.6% | 44 |
|
|
2021
Q4 | $826K | Sell |
3,995
-115
| -3% | -$23.8K | 0.53% | 50 |
|
|
2021
Q3 | $789K | Buy |
4,110
+176
| +4% | +$33.8K | 0.54% | 53 |
|
|
2021
Q2 | $856K | Buy |
3,934
+51
| +1% | +$11.1K | 0.6% | 46 |
|
|
2021
Q1 | $900K | Buy |
3,883
+66
| +2% | +$15.3K | 0.71% | 37 |
|
|
2020
Q4 | $695K | Buy |
+3,817
| New | +$695K | 0.66% | 43 |
|