CWM
CAT icon

Challenger Wealth Management’s Caterpillar CAT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$624K Buy
1,607
+7
+0.4% +$2.72K 0.43% 41
2025
Q1
$528K Buy
1,600
+600
+60% +$198K 0.42% 45
2024
Q4
$363K Buy
+1,000
New +$363K 0.31% 61