Opal Wealth Advisors’s Caterpillar CAT Stock Holding History

Opal Wealth Advisors’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$732K	Buy
2025 Q1	$562K	Sell
2024 Q4	$643K	Buy
2024 Q3	$648K	Sell
2024 Q2	$566K	Sell
2024 Q1	$781K	Sell
2023 Q4	$736K	Buy
2023 Q3	$672K	Buy
2023 Q2	$580K	Buy