W Advisors LLC’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $816K | Sell |
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|
2025
Q1 | $713K | Buy |
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|
2024
Q4 | $772K | Buy |
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|
2024
Q3 | $818K | Buy |
|
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|
2024
Q2 | $685K | Sell |
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|
2024
Q1 | $859K | Hold |
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|
2023
Q4 | $693K | Buy |
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|
2023
Q3 | $627K | Buy |
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|
2023
Q2 | $552K | Hold |
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|
2023
Q1 | $514K | Sell |
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|
2022
Q4 | $547K | Sell |
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|
2022
Q3 | $419K | Sell |
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|
2022
Q2 | $456K | Buy |
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|
2022
Q1 | $566K | Buy |
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|
2021
Q4 | $482K | Buy |
|