WFA
West Financial Advisors’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40K | Hold |
103
| – | – | 0.01% | 112 |
|
|
2025
Q1 | $34K | Hold |
103
| – | – | 0.01% | 114 |
|
|
2024
Q4 | $37.4K | Hold |
103
| – | – | 0.01% | 110 |
|
|
2024
Q3 | $40.3K | Hold |
103
| – | – | 0.01% | 96 |
|
|
2024
Q2 | $34.3K | Hold |
103
| – | – | 0.01% | 91 |
|
|
2024
Q1 | $37.7K | Hold |
103
| – | – | 0.01% | 89 |
|
|
2023
Q4 | $30.5K | Sell |
103
-36
| -26% | -$10.6K | 0.01% | 92 |
|
|
2023
Q3 | $37.9K | Buy |
139
+36
| +35% | +$9.83K | 0.01% | 88 |
|
|
2023
Q2 | $25.3K | Buy |
+103
| New | +$25.3K | 0.01% | 100 |
|