PWS
Precision Wealth Strategies’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
3,450
+2,194
| +175% | +$852K | 0.43% | 50 |
|
|
2025
Q1 | $414K | Buy |
1,256
+201
| +19% | +$66.3K | 0.32% | 60 |
|
|
2024
Q4 | $383K | Buy |
1,055
+92
| +10% | +$33.4K | 0.3% | 81 |
|
|
2024
Q3 | $377K | Buy |
963
+85
| +10% | +$33.2K | 0.35% | 75 |
|
|
2024
Q2 | $292K | Buy |
878
+286
| +48% | +$95.3K | 0.3% | 83 |
|
|
2024
Q1 | $217K | Buy |
+592
| New | +$217K | 0.21% | 91 |
|