PWM
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Parkworth Wealth Management’s Caterpillar CAT Stock Holding History

Parkworth Wealth Management’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 		$9.47K Buy
24
+8
+50% +$3.16K 0.01% 148
2025
Q1 		$5.39K Hold
16
– – ﹤0.01% 147
2024
Q4 		$5.92K Buy
+16
New +$5.92K ﹤0.01% 156