CWM
CAT icon

Crowley Wealth Management’s Caterpillar CAT Stock Holding History

Crowley 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 		$410K Sell
1,057
-85
-7% -$33K 0.37% 48
2025
Q1 		$377K Sell
1,142
-120
-10% -$39.6K 0.36% 49
2024
Q4 		$458K Buy
+1,262
New +$458K 0.4% 44