VWA
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VSM Wealth Advisory’s Caterpillar CAT Stock Holding History

VSM Wealth Advisory’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$428K Sell
1,102
-300
-21% -$116K 0.14% 62
2025
Q1 		$462K Buy
1,402
+1
+0.1% +$330 0.17% 54
2024
Q4 		$508K Buy
+1,401
New +$508K 0.18% 49