O'Brien Wealth Partners’s Caterpillar CAT Stock Holding History

O'Brien Wealth Partners’s Portfolio CAT Stock Details CAT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.21M	Buy
2018 Q4	–	Sell
2018 Q3	$22K	Buy
2018 Q2	–	Sell
2018 Q1	$21K	Buy