SWA
SFMG Wealth Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $583K | Sell |
1,501
-235
| -14% | -$91.2K | 0.04% | 135 |
|
|
2025
Q1 | $572K | Buy |
1,736
+275
| +19% | +$90.7K | 0.05% | 137 |
|
|
2024
Q4 | $530K | Buy |
1,461
+3
| +0.2% | +$1.09K | 0.04% | 141 |
|
|
2024
Q3 | $570K | Buy |
1,458
+51
| +4% | +$19.9K | 0.05% | 129 |
|
|
2024
Q2 | $469K | Buy |
1,407
+15
| +1% | +$5K | 0.04% | 148 |
|
|
2024
Q1 | $510K | Buy |
1,392
+16
| +1% | +$5.86K | 0.04% | 141 |
|
|
2023
Q4 | $407K | Buy |
1,376
+5
| +0.4% | +$1.48K | 0.04% | 159 |
|
|
2023
Q3 | $374K | Buy |
1,371
+5
| +0.4% | +$1.37K | 0.04% | 160 |
|
|
2023
Q2 | $336K | Sell |
1,366
-15
| -1% | -$3.69K | 0.03% | 165 |
|
|
2023
Q1 | $316K | Buy |
1,381
+13
| +1% | +$2.98K | 0.03% | 172 |
|
|
2022
Q4 | $328K | Buy |
1,368
+6
| +0.4% | +$1.44K | 0.04% | 171 |
|
|
2022
Q3 | $244K | Buy |
1,362
+6
| +0.4% | +$1.08K | 0.03% | 194 |
|
|
2022
Q2 | $242K | Buy |
1,356
+6
| +0.4% | +$1.07K | 0.03% | 203 |
|
|
2022
Q1 | $301K | Sell |
1,350
-62
| -4% | -$13.8K | 0.03% | 198 |
|
|
2021
Q4 | $292K | Sell |
1,412
-117
| -8% | -$24.2K | 0.03% | 203 |
|
|
2021
Q3 | $294K | Sell |
1,529
-32
| -2% | -$6.15K | 0.03% | 196 |
|
|
2021
Q2 | $340K | Buy |
1,561
+55
| +4% | +$12K | 0.04% | 183 |
|
|
2021
Q1 | $349K | Buy |
1,506
+71
| +5% | +$16.5K | 0.04% | 172 |
|
|
2020
Q4 | $261K | Buy |
+1,435
| New | +$261K | 0.03% | 182 |
|