OWA
Opal Wealth Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $732K | Buy |
1,885
+180
| +11% | +$69.9K | 0.2% | 61 |
|
|
2025
Q1 | $562K | Sell |
1,705
-66
| -4% | -$21.8K | 0.17% | 70 |
|
|
2024
Q4 | $643K | Buy |
1,771
+115
| +7% | +$41.7K | 0.19% | 74 |
|
|
2024
Q3 | $648K | Sell |
1,656
-44
| -3% | -$17.2K | 0.2% | 64 |
|
|
2024
Q2 | $566K | Sell |
1,700
-430
| -20% | -$143K | 0.18% | 72 |
|
|
2024
Q1 | $781K | Sell |
2,130
-360
| -14% | -$132K | 0.26% | 53 |
|
|
2023
Q4 | $736K | Buy |
2,490
+29
| +1% | +$8.57K | 0.29% | 58 |
|
|
2023
Q3 | $672K | Buy |
2,461
+102
| +4% | +$27.8K | 0.39% | 42 |
|
|
2023
Q2 | $580K | Buy |
+2,359
| New | +$580K | 0.29% | 44 |
|