PWAM
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Private Wealth Asset Management’s Caterpillar CAT Stock Holding History

Private Wealth Asset Management’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$5.44M Sell
14,013
-190
-1% -$73.8K 0.72% 29
2025
Q1 		$4.68M Buy
+14,203
New +$4.68M 0.67% 29