PWM
CAT icon

Partners Wealth Management’s Caterpillar CAT Stock Holding History

Partners 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 		$321K Hold
970
– – 0.37% 73
2025
Q1 		$320K Hold
970
– – 0.36% 73
2024
Q4 		$352K Buy
+970
New +$352K 0.4% 71