BWG
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Berry Wealth Group’s Caterpillar CAT Stock Holding History

Berry Wealth Group’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 		$292K Sell
752
-64
-8% -$24.8K 0.2% 70
2025
Q1 		$269K Buy
+816
New +$269K 0.21% 74