PRWA
Platte River Wealth Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $237K | Sell |
605
-330
| -35% | -$129K | 0.06% | 87 |
|
|
2024
Q2 | $311K | Sell |
935
-100
| -10% | -$33.3K | 0.09% | 79 |
|
|
2024
Q1 | $379K | Buy |
+1,035
| New | +$379K | 0.11% | 74 |
|
|
2022
Q1 | – | Sell |
-1,070
| Closed | -$235K | – | 84 |
|
|
2021
Q4 | $235K | Buy |
+1,070
| New | +$235K | 0.08% | 83 |
|