Summit Wealth Group’s Caterpillar CAT Stock Holding History

Summit Wealth Group’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$212K	Sell
2025 Q2	$315K	Buy
2023 Q2	–	Sell
2023 Q1	$1K	Buy