RWA
Redmont Wealth Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $33K | Buy |
+100
| New | +$33K | 0.06% | 86 |
|
|
2024
Q4 | – | Sell |
-129
| Closed | -$50.5K | – | 104 |
|
|
2024
Q3 | $50.5K | Hold |
129
| – | – | 0.08% | 90 |
|
|
2024
Q2 | $43K | Hold |
129
| – | – | 0.07% | 95 |
|
|
2024
Q1 | $47.3K | Buy |
+129
| New | +$47.3K | 0.07% | 93 |
|
|
2023
Q1 | – | Sell |
-1,100
| Closed | -$264K | – | 70 |
|
|
2022
Q4 | $264K | Buy |
+1,100
| New | +$264K | 0.31% | 83 |
|
|
2022
Q2 | – | Sell |
-1,000
| Closed | -$223K | – | 107 |
|
|
2022
Q1 | $223K | Hold |
1,000
| – | – | 0.24% | 99 |
|
|
2021
Q4 | $207K | Buy |
+1,000
| New | +$207K | 0.22% | 104 |
|