TWM
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Tumwater Wealth Management’s Caterpillar CAT Stock Holding History

Tumwater 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 		$531K Buy
1,368
+51
+4% +$19.8K 0.25% 18
2025
Q1 		$434K Buy
1,317
+51
+4% +$16.8K 0.23% 20
2024
Q4 		$459K Buy
+1,266
New +$459K 0.24% 20