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Meriwether Wealth & Planning’s Caterpillar CAT Stock Holding History

Meriwether Wealth & Planning’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$705K Sell
1,815
-3
-0.2% -$1.17K 0.44% 44
2025
Q1 		$600K Buy
1,818
+6
+0.3% +$1.98K 0.39% 54
2024
Q4 		$657K Buy
+1,812
New +$657K 0.47% 47