Private Wealth Advisors (California)’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Buy |
611
+2
| +0.3% | +$777 | 0.09% | 76 |
|
|
2025
Q1 | $201K | Sell |
609
-756
| -55% | -$249K | 0.07% | 80 |
|
|
2024
Q4 | $495K | Sell |
1,365
-681
| -33% | -$247K | 0.19% | 59 |
|
|
2024
Q3 | $803K | Buy |
+2,046
| New | +$803K | 0.31% | 50 |
|
|
2019
Q3 | – | Sell |
-5,316
| Closed | -$720K | – | 62 |
|
|
2019
Q2 | $720K | Hold |
5,316
| – | – | 0.49% | 35 |
|
|
2019
Q1 | $720K | Buy |
5,316
+50
| +0.9% | +$6.77K | 0.49% | 35 |
|
|
2018
Q4 | $669K | Buy |
+5,266
| New | +$669K | 0.54% | 34 |
|