Peterson Wealth Services’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.6K Hold
17
﹤0.01% 184
2025
Q1
$5.61K Hold
17
﹤0.01% 187
2024
Q4
$6.17K Hold
17
﹤0.01% 193
2024
Q3
$6.65K Buy
+17
New +$6.65K ﹤0.01% 192