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Shepherd Wealth Management’s Caterpillar CAT Stock Holding History

Shepherd Wealth Management’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$782K Sell
1,874
-651
-26% -$271K 0.53% 19
2025
Q1 		$828K Sell
2,525
-456
-15% -$150K 0.85% 19
2024
Q4 		$1.08M Buy
+2,981
New +$1.08M 1.06% 21