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Whipplewood Advisors’s Caterpillar CAT Stock Holding History

Whipplewood Advisors’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 		$45.4K Sell
117
-319
-73% -$124K 0.03% 327
2025
Q1 		$40.2K Buy
436
+337
+340% +$31.1K 0.02% 343
2024
Q4 		$35.9K Buy
+99
New +$35.9K 0.02% 359