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ICW Investment Advisors’s Caterpillar CAT Stock Holding History

ICW Investment Advisors’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 		$489K Buy
1,259
+84
+7% +$32.6K 0.19% 120
2025
Q1 		$388K Buy
1,175
+27
+2% +$8.91K 0.16% 126
2024
Q4 		$417K Buy
+1,148
New +$417K 0.17% 120