KPWG
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KFA Private Wealth Group’s Caterpillar CAT Stock Holding History

KFA Private Wealth Group’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$837K Sell
2,155
-61
-3% -$23.7K 0.26% 48
2025
Q1 		$731K Buy
2,216
+813
+58% +$268K 0.26% 46
2024
Q4 		$509K Buy
1,403
+627
+81% +$228K 0.21% 44
2024
Q3 		$304K Buy
+776
New +$304K 0.14% 63