PWA
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Principia Wealth Advisory’s Caterpillar CAT Stock Holding History

Principia Wealth Advisory’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$8.54K Buy
22
+7
+47% +$2.72K 0.01% 176
2025
Q1 		$4.52K Buy
15
+2
+15% +$602 ﹤0.01% 187
2024
Q4 		$4.72K Buy
+13
New +$4.72K ﹤0.01% 153