PFWA
Paces Ferry Wealth Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Sell |
658
-27
| -4% | -$10.5K | 0.12% | 99 |
|
|
2025
Q1 | $226K | Sell |
685
-15
| -2% | -$4.95K | 0.11% | 110 |
|
|
2024
Q4 | $254K | Sell |
700
-21
| -3% | -$7.61K | 0.12% | 106 |
|
|
2024
Q3 | $282K | Sell |
721
-2
| -0.3% | -$782 | 0.16% | 92 |
|
|
2024
Q2 | $241K | Sell |
723
-4
| -0.6% | -$1.33K | 0.15% | 100 |
|
|
2024
Q1 | $266K | Sell |
727
-53
| -7% | -$19.4K | 0.17% | 93 |
|
|
2023
Q4 | $231K | Buy |
780
+27
| +4% | +$7.98K | 0.16% | 96 |
|
|
2023
Q3 | $205K | Buy |
+753
| New | +$205K | 0.16% | 98 |
|
|
2023
Q1 | – | Sell |
-846
| Closed | -$203K | – | 113 |
|
|
2022
Q4 | $203K | Buy |
+846
| New | +$203K | 0.2% | 105 |
|
|
2022
Q2 | – | Sell |
-996
| Closed | -$222K | – | 104 |
|
|
2022
Q1 | $222K | Buy |
+996
| New | +$222K | 0.18% | 111 |
|
|
2021
Q4 | – | Sell |
-1,053
| Closed | -$202K | – | 114 |
|
|
2021
Q3 | $202K | Sell |
1,053
-81
| -7% | -$15.5K | 0.16% | 116 |
|
|
2021
Q2 | $247K | Buy |
1,134
+33
| +3% | +$7.19K | 0.19% | 107 |
|
|
2021
Q1 | $255K | Buy |
1,101
+1
| +0.1% | +$232 | 0.22% | 97 |
|
|
2020
Q4 | $200K | Sell |
1,100
-6
| -0.5% | -$1.09K | 0.18% | 114 |
|
|
2020
Q3 | $165K | Buy |
+1,106
| New | +$165K | 0.14% | 113 |
|