Connecticut Wealth Management’s Caterpillar CAT Stock Holding History

Connecticut Wealth Management’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 Q3	$2.43M	Sell
2025 Q2	$2.04M	Sell
2025 Q1	$1.75M	Sell
2024 Q4	$1.98M	Sell
2024 Q3	$2.15M	Hold
2024 Q2	$1.83M	Sell
2024 Q1	$2.02M	Sell
2023 Q4	$1.63M	Buy
2023 Q3	$393K	Buy