KWA
Kingswood Wealth Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.65M | Sell |
19,715
-565
| -3% | -$219K | 0.6% | 23 |
|
|
2025
Q1 | $6.69M | Sell |
20,280
-2,626
| -11% | -$866K | 0.61% | 24 |
|
|
2024
Q4 | $8.31M | Sell |
22,906
-433
| -2% | -$157K | 0.62% | 21 |
|
|
2024
Q3 | $9.13M | Buy |
23,339
+3,621
| +18% | +$1.42M | 0.65% | 23 |
|
|
2024
Q2 | $6.57M | Buy |
19,718
+6,265
| +47% | +$2.09M | 0.59% | 23 |
|
|
2024
Q1 | $4.93M | Sell |
13,453
-5,192
| -28% | -$1.9M | 0.57% | 25 |
|
|
2023
Q4 | $5.51M | Buy |
18,645
+4,293
| +30% | +$1.27M | 0.62% | 25 |
|
|
2023
Q3 | $5.41M | Sell |
14,352
-789
| -5% | -$298K | 0.92% | 15 |
|
|
2023
Q2 | $3.73M | Buy |
+15,141
| New | +$3.73M | 1.19% | 16 |
|