Wealth Enhancement Advisory Services’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $61.6M | Sell |
154,811
-36,829
| -19% | -$14.7M | 0.1% | 196 |
|
|
2025
Q1 | $63.2M | Buy |
191,640
+28,570
| +18% | +$9.42M | 0.12% | 168 |
|
|
2024
Q4 | $59.2M | Buy |
163,070
+28,579
| +21% | +$10.4M | 0.11% | 176 |
|
|
2024
Q3 | $52.6M | Buy |
134,491
+28,619
| +27% | +$11.2M | 0.11% | 179 |
|
|
2024
Q2 | $35.3M | Buy |
105,872
+16,689
| +19% | +$5.56M | 0.08% | 227 |
|
|
2024
Q1 | $32.7M | Sell |
89,183
-945
| -1% | -$346K | 0.08% | 234 |
|
|
2023
Q4 | $26.6M | Sell |
90,128
-33,308
| -27% | -$9.85M | 0.08% | 241 |
|
|
2023
Q3 | $33.7M | Buy |
123,436
+114,799
| +1,329% | +$31.3M | 0.11% | 189 |
|
|
2023
Q2 | $2.13M | Buy |
8,637
+5
| +0.1% | +$1.23K | 0.02% | 194 |
|
|
2023
Q1 | $1.98M | Buy |
8,632
+5,083
| +143% | +$1.16M | 0.02% | 226 |
|
|
2022
Q4 | $928K | Buy |
3,549
+292
| +9% | +$76.4K | 0.01% | 232 |
|
|
2022
Q3 | $578K | Buy |
3,257
+162
| +5% | +$28.7K | 0.01% | 270 |
|
|
2022
Q2 | $554K | Sell |
3,095
-28,104
| -90% | -$5.03M | 0.01% | 275 |
|
|
2022
Q1 | $6.89M | Buy |
31,199
+1,881
| +6% | +$415K | 0.09% | 108 |
|
|
2021
Q4 | $5.98M | Buy |
29,318
+11,605
| +66% | +$2.37M | 0.09% | 107 |
|
|
2021
Q3 | $3.54M | Buy |
17,713
+14,631
| +475% | +$2.92M | 0.05% | 121 |
|
|
2021
Q2 | $652K | Buy |
3,082
+39
| +1% | +$8.25K | 0.01% | 217 |
|
|
2021
Q1 | $702K | Buy |
3,043
+15
| +0.5% | +$3.46K | 0.01% | 213 |
|
|
2020
Q4 | $589K | Buy |
+3,028
| New | +$589K | 0.01% | 190 |
|
|
2018
Q3 | – | Sell |
-7,927
| Closed | -$1.12M | – | 173 |
|
|
2018
Q2 | $1.12M | Buy |
7,927
+6,416
| +425% | +$904K | 0.07% | 108 |
|
|
2018
Q1 | $227K | Buy |
+1,511
| New | +$227K | 0.02% | 137 |
|