EPG Wealth Management’s Caterpillar CAT Stock Holding History

EPG 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 Q2	$1.81M	Buy
2025 Q1	$1.29M	Buy
2024 Q4	$205K	Buy
2024 Q3	$221K	Buy
2024 Q2	–	Sell
2024 Q1	$267K	Buy
2023 Q4	$218K	Buy
2020 Q2	–	Sell
2020 Q1	$94K	Sell
2019 Q4	$125K	Buy