PWM
CAT icon

Peterson Wealth Management’s Caterpillar CAT Stock Holding History

Peterson 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
Q1 		$577K Buy
1,749
+63
+4% +$20.8K 0.39% 41
2024
Q4 		$612K Buy
1,686
+82
+5% +$29.7K 0.36% 39
2024
Q3 		$627K Sell
1,604
-30
-2% -$11.7K 0.4% 38
2024
Q2 		$544K Buy
+1,634
New +$544K 0.34% 42