Access Financial Services’s Caterpillar CAT Stock Holding History

Access Financial Services’s Portfolio CAT Stock Details CAT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$261K	Buy
2022 Q2	–	Sell
2022 Q1	$259K	Buy
2021 Q3	–	Sell
2021 Q2	$274K	Buy
2021 Q1	$280K	Buy