MAWCM
Mine & Arao Wealth Creation & Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $689K | Buy |
1,774
+4
| +0.2% | +$1.55K | 0.31% | 34 |
|
|
2025
Q1 | $584K | Sell |
1,770
-246
| -12% | -$81.1K | 0.28% | 38 |
|
|
2024
Q4 | $732K | Sell |
2,016
-165
| -8% | -$59.9K | 0.34% | 32 |
|
|
2024
Q3 | $853K | Buy |
2,181
+3
| +0.1% | +$1.17K | 0.4% | 30 |
|
|
2024
Q2 | $725K | Buy |
2,178
+4
| +0.2% | +$1.33K | 0.35% | 32 |
|
|
2024
Q1 | $797K | Buy |
2,174
+3
| +0.1% | +$1.1K | 0.39% | 29 |
|
|
2023
Q4 | $642K | Buy |
2,171
+5
| +0.2% | +$1.48K | 0.35% | 31 |
|
|
2023
Q3 | $591K | Buy |
2,166
+4
| +0.2% | +$1.09K | 0.36% | 31 |
|
|
2023
Q2 | $532K | Buy |
2,162
+5
| +0.2% | +$1.23K | 0.31% | 37 |
|
|
2023
Q1 | $494K | Sell |
2,157
-27
| -1% | -$6.18K | 0.32% | 39 |
|
|
2022
Q4 | $523K | Buy |
2,184
+5
| +0.2% | +$1.2K | 0.39% | 37 |
|
|
2022
Q3 | $358K | Buy |
2,179
+6
| +0.3% | +$986 | 0.26% | 48 |
|
|
2022
Q2 | $388K | Buy |
2,173
+5
| +0.2% | +$893 | 0.27% | 49 |
|
|
2022
Q1 | $483K | Buy |
2,168
+5
| +0.2% | +$1.11K | 0.28% | 46 |
|
|
2021
Q4 | $447K | Buy |
2,163
+353
| +20% | +$73K | 0.25% | 47 |
|
|
2021
Q3 | $347K | Buy |
1,810
+4
| +0.2% | +$767 | 0.21% | 51 |
|
|
2021
Q2 | $393K | Buy |
1,806
+3
| +0.2% | +$653 | 0.24% | 51 |
|
|
2021
Q1 | $418K | Sell |
1,803
-24
| -1% | -$5.56K | 0.28% | 48 |
|
|
2020
Q4 | $333K | Buy |
1,827
+4
| +0.2% | +$729 | 0.24% | 49 |
|
|
2020
Q3 | $272K | Buy |
1,823
+5
| +0.3% | +$746 | 0.22% | 51 |
|
|
2020
Q2 | $230K | Buy |
1,818
+6
| +0.3% | +$759 | 0.22% | 50 |
|
|
2020
Q1 | $210K | Sell |
1,812
-15
| -0.8% | -$1.74K | 0.24% | 48 |
|
|
2019
Q4 | $270K | Buy |
+1,827
| New | +$270K | 0.25% | 50 |
|