TWA
Tandem Wealth Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $429K | Buy |
1,105
+236
| +27% | +$91.6K | 0.21% | 34 |
|
|
2025
Q1 | $287K | Sell |
869
-142
| -14% | -$46.8K | 0.15% | 47 |
|
|
2024
Q4 | $367K | Buy |
1,011
+16
| +2% | +$5.8K | 0.19% | 39 |
|
|
2024
Q3 | $389K | Sell |
995
-11
| -1% | -$4.3K | 0.2% | 35 |
|
|
2024
Q2 | $335K | Sell |
1,006
-9
| -0.9% | -$3K | 0.18% | 38 |
|
|
2024
Q1 | $372K | Buy |
1,015
+14
| +1% | +$5.13K | 0.2% | 35 |
|
|
2023
Q4 | $296K | Hold |
1,001
| – | – | 0.17% | 40 |
|
|
2023
Q3 | $273K | Buy |
1,001
+11
| +1% | +$3K | 0.17% | 38 |
|
|
2023
Q2 | $244K | Buy |
990
+73
| +8% | +$18K | 0.15% | 45 |
|
|
2023
Q1 | $210K | Hold |
917
| – | – | 0.13% | 43 |
|
|
2022
Q4 | $220K | Buy |
+917
| New | +$220K | 0.14% | 45 |
|