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Forefront Wealth Management’s Caterpillar CAT Stock Holding History

Forefront Wealth Management’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.73M Buy
7,030
+19
+0.3% +$7.38K 2.19% 15
2025
Q1 		$2.31M Buy
7,011
+31
+0.4% +$10.2K 2.14% 20
2024
Q4 		$2.53M Buy
+6,980
New +$2.53M 2.33% 15