WGC
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Watts Gwilliam & Co’s Caterpillar CAT Stock Holding History

Watts Gwilliam & Co’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$456K Sell
1,383
-50
-3% -$16.5K 0.1% 133
2024
Q4 		$520K Sell
1,433
-36
-2% -$13.1K 0.11% 121
2024
Q3 		$570K Buy
+1,469
New +$570K 0.12% 113
2024
Q1 		$518K Buy
+1,445
New +$518K 0.16% 106