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Ullmann Wealth Partners Group’s Caterpillar CAT Stock Holding History

Ullmann Wealth Partners Group’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.02M Sell
2,639
-2
-0.1% -$776 0.12% 66
2025
Q1 		$871K Hold
2,641
– – 0.12% 64
2024
Q4 		$958K Buy
2,641
+648
+33% +$235K 0.12% 60
2024
Q3 		$780K Buy
+1,993
New +$780K 0.1% 68