CWM
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Consultiva Wealth Management’s Caterpillar CAT Stock Holding History

Consultiva Wealth Management’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$14.4K Hold
37
– – 0.04% 192
2025
Q1 		$12.2K Buy
+37
New +$12.2K 0.04% 191