SWA
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Sightline Wealth Advisors’s Caterpillar CAT Stock Holding History

Sightline 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 		– Sell
-797
Closed -$263K – 91
2025
Q1 		$263K Hold
797
– – 0.14% 68
2024
Q4 		$289K Hold
797
– – 0.16% 69
2024
Q3 		$312K Hold
797
– – 0.17% 62
2024
Q2 		$265K Buy
+797
New +$265K 0.17% 67