Marshall & Sterling Wealth Advisors’s Caterpillar CAT Stock Holding History

Marshall & Sterling 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	$84.1K	Sell
2025 Q1	$73.6K	Buy
2024 Q4	$77.7K	Buy