4A
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4Wealth Advisors’s Caterpillar CAT Stock Holding History

4Wealth Advisors’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$540K Sell
1,391
-10
-0.7% -$3.88K 0.55% 63
2025
Q1 		$462K Buy
1,401
+323
+30% +$107K 0.5% 67
2024
Q4 		$391K Buy
+1,078
New +$391K 0.39% 84