1 North Wealth Services’s Caterpillar CAT Stock Holding History

1 North Wealth Services’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	$2.15M	Buy
2025 Q2	$1.72M	Sell
2025 Q1	$1.47M	Sell
2024 Q4	$1.85M	Buy
2019 Q4	–	Hold
2019 Q3	–	Hold
2019 Q1	–	Hold
2018 Q4	–	Hold