VBWMG
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Von Berge Wealth Management Group’s Caterpillar CAT Stock Holding History

Von Berge Wealth Management Group’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$209K Buy
+500
New +$209K 0.12% 64
2024
Q4 		– Sell
-500
Closed -$208K – 65
2024
Q3 		$208K Buy
+500
New +$208K 0.13% 66