TWA
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Trace Wealth Advisors’s Caterpillar CAT Stock Holding History

Trace 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 		$1.07M Hold
2,750
– – 0.87% 22
2025
Q1 		$907K Hold
2,750
– – 0.81% 23
2024
Q4 		$998K Buy
+2,750
New +$998K 0.89% 22