MWA
Moser Wealth Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $85.4K | Hold |
220
| – | – | 0.04% | 93 |
|
|
2025
Q1 | $72.6K | Hold |
220
| – | – | 0.04% | 96 |
|
|
2024
Q4 | $79.8K | Hold |
220
| – | – | 0.04% | 86 |
|
|
2024
Q3 | $86K | Hold |
220
| – | – | 0.04% | 85 |
|
|
2024
Q2 | $73.3K | Hold |
220
| – | – | 0.04% | 91 |
|
|
2024
Q1 | $80.6K | Hold |
220
| – | – | 0.04% | 90 |
|
|
2023
Q4 | $65K | Hold |
220
| – | – | 0.04% | 89 |
|
|
2023
Q3 | $60.1K | Hold |
220
| – | – | 0.04% | 84 |
|
|
2023
Q2 | $54.1K | Buy |
+220
| New | +$54.1K | 0.04% | 85 |
|
|
2022
Q4 | $52.7K | Hold |
220
| – | – | 0.04% | 87 |
|
|
2022
Q3 | $36K | Hold |
220
| – | – | 0.03% | 92 |
|
|
2022
Q2 | $39K | Hold |
220
| – | – | 0.03% | 92 |
|
|
2022
Q1 | $49K | Hold |
220
| – | – | 0.03% | 92 |
|
|
2021
Q4 | $45K | Hold |
220
| – | – | 0.03% | 96 |
|
|
2021
Q3 | $42K | Hold |
220
| – | – | 0.03% | 97 |
|
|
2021
Q2 | $48K | Buy |
220
+200
| +1,000% | +$43.6K | 0.03% | 95 |
|
|
2021
Q1 | $5K | Hold |
20
| – | – | ﹤0.01% | 119 |
|
|
2020
Q4 | $4K | Hold |
20
| – | – | ﹤0.01% | 113 |
|
|
2020
Q3 | $3K | Buy |
+20
| New | +$3K | ﹤0.01% | 115 |
|