SWTS
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Stonehaven Wealth & Tax Solutions’s Caterpillar CAT Stock Holding History

Stonehaven Wealth & Tax Solutions’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$251K Hold
647
– – 0.25% 62
2025
Q1 		$213K Buy
647
+18
+3% +$5.94K 0.23% 62
2024
Q4 		$228K Buy
+629
New +$228K 0.25% 74