Precision Wealth Strategies’s Caterpillar CAT Stock Holding History

Precision Wealth Strategies’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 Q3	$725K	Sell
2025 Q2	$1.34M	Buy
2025 Q1	$414K	Buy
2024 Q4	$383K	Buy
2024 Q3	$377K	Buy
2024 Q2	$292K	Buy
2024 Q1	$217K	Buy