WAM
Worth Asset Management’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,843
| Closed | -$2.51M | – | 139 |
|
|
2024
Q1 | $2.51M | Buy |
+6,843
| New | +$2.51M | 1.54% | 14 |
|
|
2023
Q4 | – | Sell |
-7,084
| Closed | -$1.93M | – | 114 |
|
|
2023
Q3 | $1.93M | Buy |
+7,084
| New | +$1.93M | 1.56% | 18 |
|
|
2022
Q3 | – | Sell |
-334
| Closed | -$60K | – | 467 |
|
|
2022
Q2 | $60K | Hold |
334
| – | – | 0.04% | 174 |
|
|
2022
Q1 | $68K | Buy |
+334
| New | +$68K | 0.04% | 170 |
|