Capstone Wealth Management Group (Oregon)’s Caterpillar CAT Stock Holding History

Capstone Wealth Management Group (Oregon)’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$240K	Sell
2025 Q1	$289K	Buy
2024 Q4	$317K	Buy