RWPA
Richard W. Paul & Associates’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.33K | Hold |
6
| – | – | ﹤0.01% | 293 |
|
|
2025
Q1 | $1.98K | Sell |
6
-1,041
| -99% | -$343K | ﹤0.01% | 289 |
|
|
2024
Q4 | $380K | Sell |
1,047
-37
| -3% | -$13.4K | 0.14% | 136 |
|
|
2024
Q3 | $424K | Sell |
1,084
-14
| -1% | -$5.47K | 0.15% | 130 |
|
|
2024
Q2 | $366K | Sell |
1,098
-12
| -1% | -$4K | 0.14% | 137 |
|
|
2024
Q1 | $407K | Sell |
1,110
-118
| -10% | -$43.3K | 0.16% | 130 |
|
|
2023
Q4 | $363K | Buy |
1,228
+63
| +5% | +$18.6K | 0.15% | 132 |
|
|
2023
Q3 | $318K | Buy |
1,165
+1,151
| +8,221% | +$314K | 0.15% | 134 |
|
|
2023
Q2 | $3.45K | Sell |
14
-15
| -52% | -$3.69K | ﹤0.01% | 394 |
|
|
2023
Q1 | $6.64K | Sell |
29
-120
| -81% | -$27.5K | ﹤0.01% | 357 |
|
|
2022
Q4 | $35.7K | Buy |
+149
| New | +$35.7K | 0.02% | 231 |
|