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Petros Family Wealth’s Caterpillar CAT Stock Holding History

Petros Family Wealth’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 		$599K Buy
1,542
+145
+10% +$56.3K 0.55% 53
2025
Q1 		$461K Buy
1,397
+297
+27% +$98K 0.51% 60
2024
Q4 		$399K Buy
+1,100
New +$399K 0.43% 62