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Flagship Wealth Advisors’s Caterpillar CAT Stock Holding History

Flagship Wealth Advisors’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$28.3K Hold
73
– – 0.01% 246
2025
Q1 		$24.1K Hold
73
– – 0.01% 249
2024
Q4 		$26.5K Buy
+73
New +$26.5K 0.02% 234