Private Wealth Advisors (California)’s Caterpillar CAT Stock Holding History

Private Wealth Advisors (California)’s Portfolio CAT Stock Details CAT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$237K	Buy
2025 Q1	$201K	Sell
2024 Q4	$495K	Sell
2024 Q3	$803K	Buy
2019 Q3	–	Sell
2019 Q2	$720K	Hold
2019 Q1	$720K	Buy
2018 Q4	$669K	Buy