Valued Wealth Advisors’s Caterpillar CAT Stock Holding History

Valued Wealth Advisors’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	$29.7K	Sell
2025 Q1	$33.1K	Sell
2024 Q4	$50.5K	Sell
2024 Q3	$122K	Sell
2024 Q2	$120K	Buy
2024 Q1	$51K	Buy
2023 Q4	$9.57K	Buy