Prentice Wealth Management’s Caterpillar CAT Stock Holding History

Prentice 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 Q3	$264K	Sell
2025 Q2	$383K	Sell
2025 Q1	$426K	Buy
2024 Q4	$437K	Buy
2024 Q3	$427K	Buy
2022 Q2	–	Sell
2022 Q1	$201K	Buy
2021 Q4	–	Sell
2021 Q3	$169K	Buy
2021 Q2	$190K	Buy
2021 Q1	$155K	Buy