WFA
Websterrogers Financial Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $283K | Hold |
730
| – | – | 0.09% | 68 |
|
|
2025
Q1 | $241K | Hold |
730
| – | – | 0.08% | 72 |
|
|
2024
Q4 | $265K | Hold |
730
| – | – | 0.09% | 67 |
|
|
2024
Q3 | $286K | Hold |
730
| – | – | 0.1% | 60 |
|
|
2024
Q2 | $243K | Hold |
730
| – | – | 0.09% | 61 |
|
|
2024
Q1 | $267K | Hold |
730
| – | – | 0.1% | 64 |
|
|
2023
Q4 | $216K | Buy |
+730
| New | +$216K | 0.09% | 68 |
|