Master's Wealth Management’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$364K Sell
938
-117
-11% -$45.4K 0.17% 27
2025
Q1
$348K Buy
1,055
+84
+9% +$27.7K 0.18% 24
2024
Q4
$352K Buy
+971
New +$352K 0.19% 24