NBWM
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North Berkeley Wealth Management’s Caterpillar CAT Stock Holding History

North Berkeley Wealth Management’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$399K Sell
1,028
-772
-43% -$300K 0.37% 40
2025
Q1 		$594K Hold
1,800
– – 0.62% 28
2024
Q4 		$653K Buy
+1,800
New +$653K 0.66% 25