FSM Wealth Advisors’s Caterpillar CAT Stock Holding History

FSM Wealth Advisors’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$716K	Buy
2025 Q2	$458K	Buy
2025 Q1	$286K	Buy
2024 Q4	$262K	Buy
2024 Q3	$259K	Buy
2024 Q2	$201K	Buy
2024 Q1	$214K	Buy