Tower Wealth Partners’s Caterpillar CAT Stock Holding History

Tower Wealth Partners’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 Q2	$467K	Buy
2025 Q1	$369K	Hold
2024 Q4	$406K	Buy
2024 Q3	$429K	Sell
2024 Q2	$384K	Buy
2024 Q1	$382K	Buy
2023 Q4	$273K	Buy
2022 Q1	–	Sell
2021 Q4	$202K	Buy
2021 Q1	–	Sell
2020 Q4	$245K	Buy