Castle Wealth Management’s Caterpillar CAT Stock Holding History

Castle Wealth Management’s Portfolio CAT Stock Details CAT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$212K	Buy
2022 Q4	–	Sell
2022 Q3	$37K	Buy
2022 Q2	$33K	Buy