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TCFG Wealth Management’s Caterpillar CAT Stock Holding History

TCFG 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 		$449K Sell
1,157
-5
-0.4% -$1.94K 0.2% 134
2025
Q1 		$383K Sell
1,162
-51
-4% -$16.8K 0.19% 133
2024
Q4 		$440K Sell
1,213
-25
-2% -$9.07K 0.22% 113
2024
Q3 		$484K Buy
+1,238
New +$484K 0.24% 99