Phoenix Wealth Advisors’s Caterpillar CAT Stock Holding History

Phoenix Wealth Advisors’s Portfolio CAT Stock Details CAT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$307K	Buy
2021 Q4	–	Sell
2021 Q3	$70K	Hold
2021 Q2	$78K	Hold
2021 Q1	$85K	Hold
2020 Q4	$66K	Buy