PWM
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Pines Wealth Management’s Caterpillar CAT Stock Holding History

Pines Wealth Management’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$726K Buy
1,825
+292
+19% +$116K 0.26% 96
2025
Q1 		$420K Buy
1,533
+282
+23% +$77.3K 0.19% 121
2024
Q4 		$439K Buy
+1,251
New +$439K 0.19% 127