KWM
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Kiker Wealth Management’s Caterpillar CAT Stock Holding History

Kiker Wealth Management’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 		$270K Buy
696
+11
+2% +$4.27K 0.15% 83
2025
Q1 		$226K Buy
+685
New +$226K 0.15% 87