MAM
MWA Asset Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.55M | Buy |
11,708
+443
| +4% | +$172K | 2.78% | 7 |
|
|
2025
Q1 | $3.72M | Buy |
11,265
+222
| +2% | +$73.2K | 2.58% | 9 |
|
|
2024
Q4 | $4.01M | Sell |
11,043
-196
| -2% | -$71.1K | 2.66% | 8 |
|
|
2024
Q3 | $4.4M | Sell |
11,239
-20
| -0.2% | -$7.82K | 2.92% | 6 |
|
|
2024
Q2 | $3.75M | Sell |
11,259
-60
| -0.5% | -$20K | 2.67% | 8 |
|
|
2024
Q1 | $4.15M | Sell |
11,319
-159
| -1% | -$58.3K | 3.01% | 5 |
|
|
2023
Q4 | $3.39M | Buy |
11,478
+144
| +1% | +$42.6K | 2.8% | 5 |
|
|
2023
Q3 | $3.09M | Buy |
+11,334
| New | +$3.09M | 2.99% | 4 |
|