ORG Wealth Partners’s Caterpillar CAT Stock Holding History

ORG Wealth Partners’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	$1.09M	Buy
2025 Q1	$498K	Sell
2024 Q4	$887K	Buy
2024 Q3	$856K	Buy