AWA
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Aletheian Wealth Advisors’s Caterpillar CAT Stock Holding History

Aletheian Wealth Advisors’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$276K Sell
711
-4
-0.6% -$1.55K 0.14% 76
2025
Q1 		$236K Buy
+715
New +$236K 0.13% 80