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ORG Wealth Partners’s Caterpillar CAT Stock Holding History

ORG Wealth Partners’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.09M Buy
2,779
+1,274
+85% +$498K 0.26% 59
2025
Q1 		$498K Sell
1,505
-940
-38% -$311K 0.15% 113
2024
Q4 		$887K Buy
2,445
+258
+12% +$93.6K 0.27% 29
2024
Q3 		$856K Buy
+2,187
New +$856K 0.28% 29