MQWP
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Morey & Quinn Wealth Partners’s Caterpillar CAT Stock Holding History

Morey & Quinn 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 		$453K Buy
1,166
+65
+6% +$25.2K 0.36% 73
2025
Q1 		$363K Buy
1,101
+34
+3% +$11.2K 0.3% 80
2024
Q4 		$387K Buy
+1,067
New +$387K 0.33% 76