CAWM
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Capital A Wealth Management’s Caterpillar CAT Stock Holding History

Capital A Wealth Management’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
Q1 		$61.5K Buy
187
+1
+0.5% +$329 0.06% 132
2024
Q4 		$67.6K Buy
+186
New +$67.6K 0.11% 136