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Aspetuck Financial Management’s Caterpillar CAT Stock Holding History

Aspetuck Financial Management’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$252K Hold
650
– – 0.19% 67
2025
Q1 		$214K Hold
650
– – 0.18% 68
2024
Q4 		$236K Buy
+650
New +$236K 0.18% 67