SVWAG
Sound View Wealth Advisors Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.08M | Sell |
10,500
-1,215
| -10% | -$472K | 0.3% | 78 |
|
|
2025
Q1 | $3.86M | Sell |
11,715
-212
| -2% | -$69.9K | 0.32% | 73 |
|
|
2024
Q4 | $4.33M | Buy |
11,927
+519
| +5% | +$188K | 0.35% | 64 |
|
|
2024
Q3 | $4.46M | Buy |
11,408
+1,650
| +17% | +$645K | 0.36% | 61 |
|
|
2024
Q2 | $3.25M | Buy |
9,758
+280
| +3% | +$93.3K | 0.34% | 66 |
|
|
2024
Q1 | $3.47M | Sell |
9,478
-785
| -8% | -$288K | 0.37% | 62 |
|
|
2023
Q4 | $3.03M | Buy |
10,263
+994
| +11% | +$294K | 0.33% | 75 |
|
|
2023
Q3 | $2.53M | Buy |
9,269
+4,767
| +106% | +$1.3M | 0.31% | 79 |
|
|
2023
Q2 | $1.11M | Sell |
4,502
-39
| -0.9% | -$9.6K | 0.15% | 132 |
|
|
2023
Q1 | $1.04M | Sell |
4,541
-5,722
| -56% | -$1.31M | 0.14% | 137 |
|
|
2022
Q4 | $3.03M | Buy |
10,263
+6,217
| +154% | +$1.84M | 0.33% | 75 |
|
|
2022
Q3 | $664K | Sell |
4,046
-8
| -0.2% | -$1.31K | 0.15% | 131 |
|
|
2022
Q2 | $725K | Buy |
4,054
+1,228
| +43% | +$220K | 0.15% | 132 |
|
|
2022
Q1 | $630K | Buy |
2,826
+259
| +10% | +$57.7K | 0.12% | 153 |
|
|
2021
Q4 | $531K | Sell |
2,567
-61
| -2% | -$12.6K | 0.1% | 176 |
|
|
2021
Q3 | $504K | Buy |
2,628
+112
| +4% | +$21.5K | 0.11% | 170 |
|
|
2021
Q2 | $548K | Sell |
2,516
-619
| -20% | -$135K | 0.12% | 159 |
|
|
2021
Q1 | $727K | Buy |
3,135
+31
| +1% | +$7.19K | 0.17% | 126 |
|
|
2020
Q4 | $565K | Sell |
3,104
-248
| -7% | -$45.1K | 0.14% | 141 |
|
|
2020
Q3 | $500K | Buy |
3,352
+3
| +0.1% | +$447 | 0.13% | 143 |
|
|
2020
Q2 | $424K | Buy |
3,349
+4
| +0.1% | +$506 | 0.12% | 149 |
|
|
2020
Q1 | $388K | Sell |
3,345
-25
| -0.7% | -$2.9K | 0.13% | 140 |
|
|
2019
Q4 | $498K | Sell |
3,370
-332
| -9% | -$49.1K | 0.14% | 139 |
|
|
2019
Q3 | $468K | Sell |
3,702
-1,756
| -32% | -$222K | 0.14% | 144 |
|
|
2019
Q2 | $744K | Buy |
+5,458
| New | +$744K | 0.22% | 112 |
|