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Liberty Square Wealth Partners’s Caterpillar CAT Stock Holding History

Liberty Square Wealth Partners’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 		$635K Hold
1,636
– – 0.22% 65
2025
Q1 		$540K Buy
1,636
+90
+6% +$29.7K 0.21% 74
2024
Q4 		$546K Buy
+1,546
New +$546K 0.2% 74