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Brady Martz Wealth Solutions’s Caterpillar CAT Stock Holding History

Brady Martz Wealth Solutions’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-633
Closed -$209K – 148
2025
Q1 		$209K Hold
633
– – 0.05% 138
2024
Q4 		$235K Buy
+633
New +$235K 0.06% 137