PWAM
Pinnacle West Asset Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.89M | Sell |
4,870
-25
| -0.5% | -$9.71K | 1.31% | 26 |
|
|
2025
Q1 | $1.61M | Hold |
4,895
| – | – | 1.17% | 29 |
|
|
2024
Q4 | $1.78M | Sell |
4,895
-5
| -0.1% | -$1.81K | 1.27% | 26 |
|
|
2024
Q3 | $1.92M | Buy |
4,900
+50
| +1% | +$19.6K | 1.37% | 22 |
|
|
2024
Q2 | $1.62M | Sell |
4,850
-25
| -0.5% | -$8.33K | 1.26% | 26 |
|
|
2024
Q1 | $1.79M | Sell |
4,875
-15
| -0.3% | -$5.5K | 1.42% | 22 |
|
|
2023
Q4 | $1.45M | Buy |
4,890
+130
| +3% | +$38.4K | 1.24% | 27 |
|
|
2023
Q3 | $1.3M | Buy |
4,760
+180
| +4% | +$49.1K | 1.27% | 26 |
|
|
2023
Q2 | $1.13M | Sell |
4,580
-30
| -0.7% | -$7.38K | 1.09% | 31 |
|
|
2023
Q1 | $1.06M | Buy |
+4,610
| New | +$1.06M | 1.1% | 30 |
|