SWA
Sax Wealth Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
2,617
+55
| +2% | +$21.4K | 0.06% | 174 |
|
|
2025
Q1 | $845K | Buy |
2,562
+356
| +16% | +$117K | 0.06% | 164 |
|
|
2024
Q4 | $800K | Sell |
2,206
-272
| -11% | -$98.7K | 0.06% | 142 |
|
|
2024
Q3 | $969K | Sell |
2,478
-60
| -2% | -$23.5K | 0.09% | 94 |
|
|
2024
Q2 | $845K | Buy |
2,538
+1,888
| +290% | +$629K | 0.08% | 100 |
|
|
2024
Q1 | $238K | Buy |
+650
| New | +$238K | 0.03% | 165 |
|