MAWA
Moss Adams Wealth Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Sell |
912
-285
| -24% | -$111K | 0.03% | 173 |
|
|
2025
Q1 | $395K | Sell |
1,197
-11
| -0.9% | -$3.63K | 0.04% | 136 |
|
|
2024
Q4 | $438K | Buy |
1,208
+106
| +10% | +$38.5K | 0.05% | 113 |
|
|
2024
Q3 | $431K | Buy |
1,102
+110
| +11% | +$43K | 0.05% | 104 |
|
|
2024
Q2 | $330K | Buy |
992
+221
| +29% | +$73.6K | 0.05% | 110 |
|
|
2024
Q1 | $283K | Sell |
771
-330
| -30% | -$121K | 0.05% | 111 |
|
|
2023
Q4 | $326K | Buy |
1,101
+210
| +24% | +$62.1K | 0.07% | 74 |
|
|
2023
Q3 | $243K | Buy |
+891
| New | +$243K | 0.08% | 82 |
|