OWA
ORBA Wealth Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-640
| Closed | -$211K | – | 80 |
|
|
2025
Q1 | $211K | Hold |
640
| – | – | 0.11% | 101 |
|
|
2024
Q4 | $232K | Buy |
640
+2
| +0.3% | +$726 | 0.12% | 97 |
|
|
2024
Q3 | $250K | Hold |
638
| – | – | 0.13% | 95 |
|
|
2024
Q2 | $213K | Buy |
638
+10
| +2% | +$3.33K | 0.11% | 96 |
|
|
2024
Q1 | $230K | Buy |
+628
| New | +$230K | 0.13% | 90 |
|