SWA
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Strategies Wealth Advisors’s Caterpillar CAT Stock Holding History

Strategies 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 		$339K Sell
874
-8
-0.9% -$3.11K 0.04% 130
2025
Q1 		$291K Buy
+882
New +$291K 0.04% 142