TWA
Talisman Wealth Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Buy |
642
+11
| +2% | +$4.27K | 0.23% | 91 |
|
|
2025
Q1 | $208K | Buy |
631
+1
| +0.2% | +$330 | 0.21% | 101 |
|
|
2024
Q4 | $228K | Sell |
630
-19
| -3% | -$6.89K | 0.24% | 94 |
|
|
2024
Q3 | $254K | Buy |
649
+11
| +2% | +$4.31K | 0.27% | 87 |
|
|
2024
Q2 | $213K | Buy |
638
+61
| +11% | +$20.3K | 0.25% | 92 |
|
|
2024
Q1 | $212K | Buy |
+577
| New | +$212K | 0.27% | 86 |
|