Financial Synergies Wealth Advisors’s Caterpillar CAT Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio CAT Stock Details CAT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.34M	Buy
2025 Q2	$1.08M	Buy
2024 Q2	–	Sell
2024 Q1	$105K	Buy
2023 Q4	$1.92K	Sell
2023 Q3	$77.5K	Buy
2023 Q2	$45.1K	Buy
2023 Q1	$41.7K	Buy
2022 Q4	$1.92K	Buy
2022 Q3	–	Sell
2022 Q2	$1.79K	Buy