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Alteri Wealth’s Caterpillar CAT Stock Holding History

Alteri Wealth’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 		$591K Buy
1,522
+37
+2% +$14.4K 0.23% 111
2025
Q1 		$490K Sell
1,485
-113
-7% -$37.3K 0.22% 123
2024
Q4 		$580K Buy
+1,598
New +$580K 0.16% 99