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ClientFirst Wealth Management’s Caterpillar CAT Stock Holding History

ClientFirst 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 		$321K Hold
827
– – 0.33% 32
2025
Q1 		$273K Hold
827
– – 0.31% 36
2024
Q4 		$300K Buy
+827
New +$300K 0.3% 32