Kingswood Wealth Advisors’s Caterpillar CAT Stock Holding History

Kingswood Wealth Advisors’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 Q2	$7.65M	Sell
2025 Q1	$6.69M	Sell
2024 Q4	$8.31M	Sell
2024 Q3	$9.13M	Buy
2024 Q2	$6.57M	Buy
2024 Q1	$4.93M	Sell
2023 Q4	$5.51M	Buy
2023 Q3	$5.41M	Sell
2023 Q2	$3.73M	Buy