BDPWM
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Barnes Dennig Private Wealth Management’s Caterpillar CAT Stock Holding History

Barnes Dennig Private Wealth Management’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.24M Buy
3,189
+15
+0.5% +$5.82K 1.48% 22
2025
Q1 		$1.05M Buy
+3,174
New +$1.05M 1.58% 20