WAM
WFA Asset Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-160
| Closed | -$58.2K | – | 237 |
|
|
2024
Q4 | $58.2K | Sell |
160
-5
| -3% | -$1.82K | 0.03% | 108 |
|
|
2024
Q3 | $64.4K | Buy |
165
+1
| +0.6% | +$391 | 0.04% | 87 |
|
|
2024
Q2 | $54.7K | Hold |
164
| – | – | 0.03% | 97 |
|
|
2024
Q1 | $59.9K | Buy |
164
+1
| +0.6% | +$365 | 0.03% | 94 |
|
|
2023
Q4 | $48.1K | Sell |
163
-9
| -5% | -$2.66K | 0.03% | 91 |
|
|
2023
Q3 | $47K | Buy |
172
+10
| +6% | +$2.73K | 0.03% | 97 |
|
|
2023
Q2 | $39.9K | Hold |
162
| – | – | 0.02% | 110 |
|
|
2023
Q1 | $37.1K | Buy |
+162
| New | +$37.1K | 0.02% | 115 |
|