FDW
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Fourth Dimension Wealth’s Caterpillar CAT Stock Holding History

Fourth Dimension Wealth’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 		$38.8K Sell
100
-175
-64% -$67.9K 0.02% 257
2025
Q1 		$90.7K Buy
275
+39
+17% +$12.9K 0.04% 178
2024
Q4 		$85.6K Buy
+236
New +$85.6K 0.04% 169