NRW
Nova R Wealth’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Buy |
+583
| New | +$226K | 0.11% | 76 |
|
|
2025
Q1 | – | Sell |
-582
| Closed | -$211K | – | 78 |
|
|
2024
Q4 | $211K | Hold |
582
| – | – | 0.11% | 79 |
|
|
2024
Q3 | $228K | Buy |
+582
| New | +$228K | 0.11% | 76 |
|
|
2024
Q2 | – | Sell |
-588
| Closed | -$215K | – | 83 |
|
|
2024
Q1 | $215K | Buy |
+588
| New | +$215K | 0.11% | 77 |
|