WWA
CAT icon

WCG Wealth Advisors’s Caterpillar CAT Stock Holding History

WCG Wealth Advisors’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-2,518
Closed -$460K – 171
2022
Q3 		$460K Sell
2,518
-213
-8% -$38.9K 0.06% 192
2022
Q2 		$488K Buy
+2,731
New +$488K 0.07% 172