UWP
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Uniting Wealth Partners’s Caterpillar CAT Stock Holding History

Uniting Wealth Partners’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$376K Hold
969
– – 0.15% 74
2025
Q1 		$320K Hold
969
– – 0.16% 67
2024
Q4 		$352K Buy
+969
New +$352K 0.17% 67