Impact Partnership Wealth’s Caterpillar CAT Stock Holding History

Impact Partnership Wealth’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	$299K	Buy
2025 Q2	$200K	Buy
2024 Q3	–	Sell
2024 Q2	$714K	Buy
2024 Q1	$147K	Sell
2023 Q4	$498K	Buy
2023 Q3	$174K	Buy
2023 Q2	$74.1K	Buy