SWA
SOA Wealth Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Buy |
745
+430
| +137% | +$167K | 0.05% | 167 |
|
|
2025
Q1 | $104K | Buy |
315
+82
| +35% | +$27K | 0.02% | 257 |
|
|
2024
Q4 | $84.6K | Buy |
233
+77
| +49% | +$28K | 0.02% | 269 |
|
|
2024
Q3 | $61K | Buy |
156
+50
| +47% | +$19.6K | 0.01% | 294 |
|
|
2024
Q2 | $35.2K | Sell |
106
-3
| -3% | -$996 | 0.01% | 356 |
|
|
2024
Q1 | $40K | Buy |
109
+4
| +4% | +$1.47K | 0.01% | 333 |
|
|
2023
Q4 | $31K | Sell |
105
-99
| -49% | -$29.2K | 0.01% | 355 |
|
|
2023
Q3 | $55.6K | Sell |
204
-221
| -52% | -$60.3K | 0.01% | 275 |
|
|
2023
Q2 | $105K | Buy |
425
+187
| +79% | +$46K | 0.02% | 229 |
|
|
2023
Q1 | $54.4K | Sell |
238
-98
| -29% | -$22.4K | 0.01% | 273 |
|
|
2022
Q4 | $80.5K | Buy |
336
+2
| +0.6% | +$479 | 0.02% | 236 |
|
|
2022
Q3 | $54K | Buy |
334
+2
| +0.6% | +$323 | 0.02% | 254 |
|
|
2022
Q2 | $59K | Sell |
332
-104
| -24% | -$18.5K | 0.02% | 247 |
|
|
2022
Q1 | $97K | Buy |
436
+2
| +0.5% | +$445 | 0.02% | 230 |
|
|
2021
Q4 | $89K | Buy |
434
+2
| +0.5% | +$410 | 0.02% | 230 |
|
|
2021
Q3 | $83K | Buy |
432
+2
| +0.5% | +$384 | 0.02% | 245 |
|
|
2021
Q2 | $93K | Buy |
430
+3
| +0.7% | +$649 | 0.02% | 225 |
|
|
2021
Q1 | $99K | Buy |
427
+1
| +0.2% | +$232 | 0.03% | 194 |
|
|
2020
Q4 | $84K | Buy |
+426
| New | +$84K | 0.02% | 211 |
|