WFAG
Worth Financial Advisory Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $700K | Sell |
1,803
-187
| -9% | -$72.6K | 0.43% | 55 |
|
|
2025
Q1 | $656K | Sell |
1,990
-186
| -9% | -$61.3K | 0.42% | 61 |
|
|
2024
Q4 | $789K | Sell |
2,176
-145
| -6% | -$52.6K | 0.49% | 52 |
|
|
2024
Q3 | $908K | Buy |
2,321
+36
| +2% | +$14.1K | 0.53% | 47 |
|
|
2024
Q2 | $761K | Sell |
2,285
-98
| -4% | -$32.6K | 0.5% | 48 |
|
|
2024
Q1 | $873K | Buy |
2,383
+28
| +1% | +$10.3K | 0.6% | 45 |
|
|
2023
Q4 | $696K | Sell |
2,355
-125
| -5% | -$37K | 0.56% | 45 |
|
|
2023
Q3 | $677K | Sell |
2,480
-131
| -5% | -$35.8K | 0.61% | 43 |
|
|
2023
Q2 | $643K | Sell |
2,611
-1,046
| -29% | -$257K | 0.6% | 43 |
|
|
2023
Q1 | $837K | Sell |
3,657
-170
| -4% | -$38.9K | 0.8% | 33 |
|
|
2022
Q4 | $917K | Buy |
+3,827
| New | +$917K | 1.07% | 23 |
|