Facet Wealth Inc’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$667K Buy
2025
Q1
$375K Buy
2024
Q4
$416K Buy
2024
Q3
$406K Buy
2024
Q2
$213K Buy
2024
Q1
$202K Buy