RWA
Redhawk Wealth Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $646K | Buy |
1,663
+53
| +3% | +$20.6K | 0.08% | 189 |
|
|
2025
Q1 | $531K | Buy |
1,610
+1
| +0.1% | +$330 | 0.07% | 179 |
|
|
2024
Q4 | $584K | Buy |
1,609
+978
| +155% | +$355K | 0.08% | 175 |
|
|
2024
Q3 | $247K | Sell |
631
-325
| -34% | -$127K | 0.04% | 265 |
|
|
2024
Q2 | $319K | Buy |
956
+2
| +0.2% | +$666 | 0.05% | 224 |
|
|
2024
Q1 | $350K | Sell |
954
-55
| -5% | -$20.2K | 0.06% | 229 |
|
|
2023
Q4 | $298K | Sell |
1,009
-2,210
| -69% | -$654K | 0.06% | 228 |
|
|
2023
Q3 | $879K | Buy |
3,219
+2,265
| +237% | +$618K | 0.29% | 78 |
|
|
2023
Q2 | $235K | Buy |
+954
| New | +$235K | 0.07% | 177 |
|
|
2020
Q1 | – | Sell |
-1,509
| Closed | -$223K | – | 156 |
|
|
2019
Q4 | $223K | Buy |
+1,509
| New | +$223K | 0.08% | 148 |
|