Keystone Wealth Services’s Caterpillar CAT Stock Holding History

Keystone Wealth Services’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	$704K	Sell
2025 Q2	$614K	Buy
2025 Q1	$520K	Buy
2024 Q4	$526K	Sell
2024 Q3	$609K	Buy
2024 Q2	$483K	Buy
2024 Q1	$245K	Buy