TCWA
Turtle Creek Wealth Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.3M | Buy |
29,140
+3,195
| +12% | +$1.24M | 1.33% | 15 |
|
|
2025
Q1 | $8.56M | Buy |
25,945
+5,650
| +28% | +$1.86M | 1.28% | 19 |
|
|
2024
Q4 | $7.36M | Buy |
20,295
+181
| +0.9% | +$65.7K | 1.7% | 16 |
|
|
2024
Q3 | $7.87M | Buy |
20,114
+291
| +1% | +$114K | 1.58% | 14 |
|
|
2024
Q2 | $6.6M | Buy |
19,823
+2,668
| +16% | +$889K | 1.53% | 17 |
|
|
2024
Q1 | $6.29M | Buy |
17,155
+1,289
| +8% | +$472K | 1.54% | 13 |
|
|
2023
Q4 | $4.69M | Buy |
+15,866
| New | +$4.69M | 1.38% | 13 |
|