Websterrogers Financial Advisors’s Caterpillar CAT Stock Holding History

Websterrogers Financial 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 Q3	$348K	Hold
2025 Q2	$283K	Hold
2025 Q1	$241K	Hold
2024 Q4	$265K	Hold
2024 Q3	$286K	Hold
2024 Q2	$243K	Hold
2024 Q1	$267K	Hold
2023 Q4	$216K	Buy