RWP
Revolve Wealth Partners’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Sell |
625
-59
| -9% | -$22.9K | 0.03% | 194 |
|
|
2025
Q1 | $226K | Buy |
684
+19
| +3% | +$6.27K | 0.03% | 201 |
|
|
2024
Q4 | $241K | Buy |
665
+28
| +4% | +$10.2K | 0.03% | 189 |
|
|
2024
Q3 | $249K | Sell |
637
-43
| -6% | -$16.8K | 0.04% | 170 |
|
|
2024
Q2 | $227K | Buy |
680
+2
| +0.3% | +$667 | 0.04% | 157 |
|
|
2024
Q1 | $249K | Buy |
+678
| New | +$249K | 0.04% | 150 |
|