WOSD
WFA of San Diego’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $917K | Buy |
+2,361
| New | +$917K | 0.67% | 35 |
|
|
2024
Q3 | $907K | Hold |
2,318
| – | – | 0.76% | 30 |
|
|
2024
Q2 | $772K | Buy |
+2,318
| New | +$772K | 0.69% | 32 |
|
|
2023
Q3 | $578K | Sell |
2,118
-200
| -9% | -$54.6K | 0.6% | 35 |
|
|
2023
Q2 | $570K | Buy |
+2,318
| New | +$570K | 0.56% | 35 |
|
|
2023
Q1 | – | Sell |
-582
| Closed | -$139K | – | 112 |
|
|
2022
Q4 | $139K | Buy |
+582
| New | +$139K | 0.11% | 110 |
|
|
2022
Q3 | – | Sell |
-492
| Closed | -$88K | – | 125 |
|
|
2022
Q2 | $88K | Buy |
+492
| New | +$88K | 0.08% | 129 |
|
|
2022
Q1 | – | Sell |
-581
| Closed | -$120K | – | 97 |
|
|
2021
Q4 | $120K | Buy |
+581
| New | +$120K | 0.07% | 153 |
|