AFW
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Avantra Family Wealth’s Caterpillar CAT Stock Holding History

Avantra Family 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 		$351K Hold
905
– – 0.29% 96
2025
Q1 		$298K Hold
905
– – 0.29% 113
2024
Q4 		$328K Buy
+905
New +$328K 0.31% 114