MWA
Midland Wealth Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.52M | Sell |
3,905
-268
| -6% | -$104K | 0.08% | 59 |
|
|
2025
Q1 | $1.38M | Sell |
4,173
-67
| -2% | -$22.1K | 0.08% | 63 |
|
|
2024
Q4 | $1.54M | Sell |
4,240
-5,625
| -57% | -$2.04M | 0.09% | 60 |
|
|
2024
Q3 | $3.86M | Sell |
9,865
-1,698
| -15% | -$664K | 0.23% | 27 |
|
|
2024
Q2 | $3.85M | Sell |
11,563
-117
| -1% | -$39K | 0.23% | 28 |
|
|
2024
Q1 | $4.28M | Buy |
11,680
+853
| +8% | +$313K | 0.26% | 25 |
|
|
2023
Q4 | $3.2M | Buy |
+10,827
| New | +$3.2M | 0.22% | 27 |
|