Pines Wealth Management’s Caterpillar CAT Stock Holding History

Pines Wealth Management’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$726K	Buy
2025 Q1	$420K	Buy
2024 Q4	$439K	Buy