RMP
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Richards, Merrill & Peterson’s Caterpillar CAT Stock Holding History

Richards, Merrill & Peterson’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.46M Buy
3,771
+59
+2% +$22.9K 0.7% 36
2025
Q1 		$1.22M Buy
3,712
+86
+2% +$28.4K 0.64% 44
2024
Q4 		$1.32M Buy
+3,626
New +$1.32M 0.69% 36