KWA
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Kondo Wealth Advisors’s Caterpillar CAT Stock Holding History

Kondo Wealth Advisors’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$288K Buy
738
+1
+0.1% +$391 0.13% 57
2025
Q1 		$243K Sell
737
-154
-17% -$50.8K 0.12% 53
2024
Q4 		$323K Buy
+891
New +$323K 0.16% 47