WWG
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West Wealth Group’s Caterpillar CAT Stock Holding History

West Wealth Group’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 		$353K Buy
826
+170
+26% +$72.7K 0.09% 76
2025
Q1 		$217K Buy
656
+21
+3% +$6.95K 0.06% 90
2024
Q4 		$230K Buy
+635
New +$230K 0.07% 84