W Advisors LLC’s Caterpillar CAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $816K | Sell |
2,101
-62
| -3% | -$24.1K | 0.47% | 50 |
|
|
2025
Q1 | $713K | Buy |
2,163
+36
| +2% | +$11.9K | 0.45% | 57 |
|
|
2024
Q4 | $772K | Buy |
2,127
+36
| +2% | +$13.1K | 0.48% | 48 |
|
|
2024
Q3 | $818K | Buy |
2,091
+34
| +2% | +$13.3K | 0.5% | 47 |
|
|
2024
Q2 | $685K | Sell |
2,057
-287
| -12% | -$95.6K | 0.45% | 51 |
|
|
2024
Q1 | $859K | Hold |
2,344
| – | – | 0.59% | 44 |
|
|
2023
Q4 | $693K | Buy |
2,344
+47
| +2% | +$13.9K | 0.51% | 45 |
|
|
2023
Q3 | $627K | Buy |
2,297
+53
| +2% | +$14.5K | 0.52% | 48 |
|
|
2023
Q2 | $552K | Hold |
2,244
| – | – | 0.43% | 53 |
|
|
2023
Q1 | $514K | Sell |
2,244
-38
| -2% | -$8.7K | 0.42% | 59 |
|
|
2022
Q4 | $547K | Sell |
2,282
-266
| -10% | -$63.7K | 0.46% | 57 |
|
|
2022
Q3 | $419K | Sell |
2,548
-3
| -0.1% | -$493 | 0.39% | 63 |
|
|
2022
Q2 | $456K | Buy |
2,551
+14
| +0.6% | +$2.5K | 0.39% | 62 |
|
|
2022
Q1 | $566K | Buy |
2,537
+203
| +9% | +$45.3K | 0.43% | 60 |
|
|
2021
Q4 | $482K | Buy |
+2,334
| New | +$482K | 0.36% | 64 |
|