KFA Private Wealth Group’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$918K Sell
2025
Q2
$837K Sell
2025
Q1
$731K Buy
2024
Q4
$509K Buy
2024
Q3
$304K Buy