BIG
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Brookwood Investment Group’s Caterpillar CAT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.18M Buy
3,034
+426
+16% +$165K 0.19% 99
2025
Q1
$860K Buy
+2,608
New +$860K 0.15% 145