MWA
Monograph Wealth Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
2,960
+1
| +0% | +$388 | 0.14% | 50 |
|
|
2025
Q1 | $976K | Sell |
2,959
-96
| -3% | -$31.7K | 0.13% | 51 |
|
|
2024
Q4 | $1.11M | Sell |
3,055
-102
| -3% | -$37K | 0.15% | 48 |
|
|
2024
Q3 | $1.23M | Hold |
3,157
| – | – | 0.16% | 46 |
|
|
2024
Q2 | $1.05M | Buy |
+3,157
| New | +$1.05M | 0.15% | 44 |
|