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Daner Wealth Management’s Caterpillar CAT Stock Holding History

Daner 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 		$504K Buy
+1,221
New +$504K 0.35% 38
2024
Q4 		$264K Buy
+703
New +$264K 0.19% 50