LWA
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Lineweaver Wealth Advisors’s Caterpillar CAT Stock Holding History

Lineweaver 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 		$1.04M Buy
2,669
+86
+3% +$33.4K 0.16% 93
2025
Q1 		$853K Buy
+2,583
New +$853K 0.15% 96