MCWA
Meadow Creek Wealth Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $611K | Sell |
1,573
-35
| -2% | -$13.6K | 0.41% | 53 |
|
|
2025
Q1 | $530K | Buy |
1,608
+5
| +0.3% | +$1.65K | 0.4% | 56 |
|
|
2024
Q4 | $582K | Buy |
1,603
+5
| +0.3% | +$1.81K | 0.42% | 49 |
|
|
2024
Q3 | $625K | Sell |
1,598
-15
| -0.9% | -$5.87K | 0.5% | 44 |
|
|
2024
Q2 | $537K | Sell |
1,613
-31
| -2% | -$10.3K | 0.51% | 47 |
|
|
2024
Q1 | $602K | Sell |
1,644
-55
| -3% | -$20.2K | 0.42% | 54 |
|
|
2023
Q4 | $502K | Buy |
+1,699
| New | +$502K | 0.49% | 48 |
|
|
2022
Q3 | $303K | Hold |
1,845
| – | – | 0.4% | 65 |
|
|
2022
Q2 | $330K | Hold |
1,845
| – | – | 0.41% | 66 |
|
|
2022
Q1 | $411K | Sell |
1,845
-975
| -35% | -$217K | 0.45% | 65 |
|
|
2021
Q4 | $583K | Buy |
+2,820
| New | +$583K | 0.55% | 39 |
|
|
2019
Q4 | $227K | Buy |
+1,534
| New | +$227K | 0.31% | 84 |
|