NRWA
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North Ridge Wealth Advisors’s Caterpillar CAT Stock Holding History

North Ridge Wealth Advisors’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 		$155K Hold
400
– – 0.1% 49
2025
Q1 		$132K Hold
400
– – 0.09% 49
2024
Q4 		$145K Buy
+400
New +$145K 0.1% 46