RPWA
Regent Peak Wealth Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $511K | Sell |
1,549
-21
| -1% | -$6.93K | 0.12% | 81 |
|
|
2024
Q4 | $570K | Buy |
1,570
+17
| +1% | +$6.17K | 0.13% | 74 |
|
|
2024
Q3 | $607K | Sell |
1,553
-22
| -1% | -$8.61K | 0.14% | 78 |
|
|
2024
Q2 | $525K | Sell |
1,575
-4
| -0.3% | -$1.33K | 0.12% | 84 |
|
|
2024
Q1 | $579K | Buy |
1,579
+11
| +0.7% | +$4.03K | 0.15% | 80 |
|
|
2023
Q4 | $464K | Buy |
1,568
+7
| +0.4% | +$2.07K | 0.13% | 84 |
|
|
2023
Q3 | $426K | Buy |
1,561
+43
| +3% | +$11.7K | 0.13% | 85 |
|
|
2023
Q2 | $374K | Sell |
1,518
-70
| -4% | -$17.2K | 0.11% | 92 |
|
|
2023
Q1 | $363K | Sell |
1,588
-56
| -3% | -$12.8K | 0.11% | 93 |
|
|
2022
Q4 | $394K | Buy |
1,644
+12
| +0.7% | +$2.87K | 0.13% | 94 |
|
|
2022
Q3 | $267K | Sell |
1,632
-36
| -2% | -$5.89K | 0.09% | 125 |
|
|
2022
Q2 | $298K | Buy |
1,668
+24
| +1% | +$4.29K | 0.1% | 119 |
|
|
2022
Q1 | $366K | Buy |
1,644
+57
| +4% | +$12.7K | 0.11% | 110 |
|
|
2021
Q4 | $328K | Buy |
1,587
+10
| +0.6% | +$2.07K | 0.09% | 121 |
|
|
2021
Q3 | $303K | Sell |
1,577
-7
| -0.4% | -$1.35K | 0.09% | 128 |
|
|
2021
Q2 | $327K | Buy |
1,584
+118
| +8% | +$24.4K | 0.09% | 119 |
|
|
2021
Q1 | $339K | Buy |
1,466
+55
| +4% | +$12.7K | 0.11% | 108 |
|
|
2020
Q4 | $257K | Buy |
1,411
+40
| +3% | +$7.29K | 0.09% | 119 |
|
|
2020
Q3 | $204K | Buy |
+1,371
| New | +$204K | 0.09% | 124 |
|