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Burling Wealth Partners’s Caterpillar CAT Stock Holding History

Burling Wealth Partners’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 		$338K Sell
870
-100
-10% -$38.8K 0.06% 145
2025
Q1 		$320K Hold
970
– – 0.07% 140
2024
Q4 		$352K Buy
+970
New +$352K 0.07% 135