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GWN Securities’s Caterpillar CAT Stock Holding History

GWN Securities’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 		$578K Sell
1,481
-18,374
-93% -$7.17M 0.11% 185
2025
Q1 		$6.87M Buy
19,855
+16,999
+595% +$5.88M 0.39% 57
2024
Q4 		$1.16M Buy
+2,856
New +$1.16M 0.31% 76