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BXM Wealth’s Caterpillar CAT Stock Holding History

BXM Wealth’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 		$339K Buy
874
+43
+5% +$16.7K 0.4% 70
2025
Q1 		$272K Buy
831
+202
+32% +$66.2K 0.33% 85
2024
Q4 		$228K Buy
+629
New +$228K 0.32% 85