GPWM
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Grant Private Wealth Management’s Caterpillar CAT Stock Holding History

Grant Private 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 		$324K Sell
834
-390
-32% -$151K 0.18% 53
2025
Q1 		$404K Buy
1,224
+387
+46% +$128K 0.44% 65
2024
Q4 		$304K Buy
+837
New +$304K 0.33% 82