CWM
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Copia Wealth Management’s Caterpillar CAT Stock Holding History

Copia 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 		$14.7K Hold
38
– – 0.01% 260
2025
Q1 		$12.4K Hold
38
– – 0.01% 256
2024
Q4 		$13.7K Buy
+38
New +$13.7K 0.01% 232