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Base Wealth Management LLC’s Caterpillar CAT Stock Holding History

Base Wealth Management LLC’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 		$669K Hold
1,724
– – 0.43% 34
2025
Q1 		$569K Buy
+1,724
New +$569K 0.43% 33