VWA
V Wealth Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $820K | Sell |
3,005
-6,237
| -67% | -$1.7M | 0.66% | 30 |
|
|
2023
Q2 | $2.27M | Buy |
9,242
+458
| +5% | +$113K | 0.38% | 51 |
|
|
2023
Q1 | $2.01M | Buy |
8,784
+695
| +9% | +$159K | 0.38% | 56 |
|
|
2022
Q4 | $1.94M | Buy |
8,089
+177
| +2% | +$42.4K | 0.4% | 53 |
|
|
2022
Q3 | $1.3M | Sell |
7,912
-2,856
| -27% | -$469K | 0.26% | 88 |
|
|
2022
Q2 | $1.93M | Buy |
10,768
+495
| +5% | +$88.5K | 0.36% | 63 |
|
|
2022
Q1 | $2.29M | Buy |
10,273
+681
| +7% | +$152K | 0.37% | 55 |
|
|
2021
Q4 | $1.98M | Buy |
9,592
+822
| +9% | +$170K | 0.29% | 76 |
|
|
2021
Q3 | $1.68M | Sell |
8,770
-34
| -0.4% | -$6.53K | 0.26% | 87 |
|
|
2021
Q2 | $1.92M | Buy |
8,804
+1,381
| +19% | +$301K | 0.31% | 75 |
|
|
2021
Q1 | $1.72M | Buy |
7,423
+909
| +14% | +$211K | 0.32% | 70 |
|
|
2020
Q4 | $1.19M | Buy |
6,514
+4,572
| +235% | +$832K | 0.25% | 107 |
|
|
2020
Q3 | $290K | Sell |
1,942
-4,900
| -72% | -$732K | 0.2% | 129 |
|
|
2020
Q2 | $865K | Sell |
6,842
-13,571
| -66% | -$1.72M | 0.22% | 112 |
|
|
2020
Q1 | $2.37M | Buy |
20,413
+10,481
| +106% | +$1.22M | 0.74% | 21 |
|
|
2019
Q4 | $1.25M | Hold |
9,932
| – | – | 0.45% | 58 |
|
|
2019
Q3 | $1.25M | Buy |
9,932
+98
| +1% | +$12.4K | 0.45% | 58 |
|
|
2019
Q2 | $1.34M | Buy |
9,834
+290
| +3% | +$39.5K | 0.51% | 58 |
|
|
2019
Q1 | $1.32M | Buy |
9,544
+132
| +1% | +$18.2K | 0.53% | 50 |
|
|
2018
Q4 | $1.22M | Sell |
9,412
-22
| -0.2% | -$2.85K | 0.62% | 45 |
|
|
2018
Q3 | $1.44M | Buy |
9,434
+443
| +5% | +$67.5K | 0.66% | 45 |
|
|
2018
Q2 | $1.27M | Buy |
8,991
+46
| +0.5% | +$6.5K | 0.71% | 43 |
|
|
2018
Q1 | $1.29M | Sell |
8,945
-99
| -1% | -$14.3K | 0.69% | 44 |
|
|
2017
Q4 | $1.53M | Buy |
9,044
+4,346
| +93% | +$736K | 0.77% | 41 |
|
|
2017
Q3 | $587K | Buy |
4,698
+59
| +1% | +$7.37K | 0.3% | 81 |
|
|
2017
Q2 | $498K | Sell |
4,639
-469
| -9% | -$50.3K | 0.23% | 92 |
|
|
2017
Q1 | $474K | Buy |
5,108
+677
| +15% | +$62.8K | 0.29% | 92 |
|
|
2016
Q4 | $413K | Sell |
4,431
-133
| -3% | -$12.4K | 0.3% | 96 |
|
|
2016
Q3 | $405K | Sell |
4,564
-84
| -2% | -$7.45K | 0.33% | 93 |
|
|
2016
Q2 | $355K | Sell |
4,648
-47
| -1% | -$3.59K | 0.29% | 100 |
|
|
2016
Q1 | $361K | Buy |
+4,695
| New | +$361K | 0.29% | 91 |
|