RWA
Rooted Wealth Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
3,247
+102
| +3% | +$41.4K | 0.46% | 38 |
|
|
2025
Q1 | $906K | Buy |
3,145
+35
| +1% | +$10.1K | 0.39% | 41 |
|
|
2024
Q4 | $1.13M | Sell |
3,110
-83
| -3% | -$30.1K | 0.44% | 38 |
|
|
2024
Q3 | $1.27M | Buy |
3,193
+191
| +6% | +$76.1K | 0.57% | 33 |
|
|
2024
Q2 | $1.07M | Sell |
3,002
-685
| -19% | -$244K | 0.47% | 39 |
|
|
2024
Q1 | $1.35M | Sell |
3,687
-32
| -0.9% | -$11.7K | 0.66% | 33 |
|
|
2023
Q4 | $1.2M | Sell |
3,719
-219
| -6% | -$70.7K | 0.63% | 35 |
|
|
2023
Q3 | $997K | Buy |
3,938
+580
| +17% | +$147K | 0.61% | 34 |
|
|
2023
Q2 | $822K | Buy |
3,358
+202
| +6% | +$49.4K | 0.55% | 32 |
|
|
2023
Q1 | $706K | Buy |
3,156
+413
| +15% | +$92.4K | 0.52% | 36 |
|
|
2022
Q4 | $657K | Buy |
+2,743
| New | +$657K | 0.55% | 39 |
|