FWP
CAT icon

Fiduciary Wealth Partners’s Caterpillar CAT Stock Holding History

Fiduciary Wealth Partners’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$280K Buy
721
+584
+426% +$227K 0.26% 42
2025
Q1 		$45.2K Buy
+137
New +$45.2K 0.04% 58