RBWA
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RFG - Bristol Wealth Advisors’s Caterpillar CAT Stock Holding History

RFG - Bristol Wealth Advisors’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.93M Buy
10,124
+157
+2% +$61K 1.22% 22
2025
Q1 		$3.29M Buy
9,967
+842
+9% +$278K 1.1% 20
2024
Q4 		$3.31M Buy
+9,125
New +$3.31M 1.09% 24