CWM
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Centricity Wealth Management’s Caterpillar CAT Stock Holding History

Centricity Wealth Management’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$188K Buy
484
+1
+0.2% +$388 0.15% 78
2025
Q1 		$159K Buy
483
+1
+0.2% +$330 0.14% 84
2024
Q4 		$175K Buy
+482
New +$175K 0.16% 81