Advantage Trust Company’s Caterpillar CAT Stock Holding History

Advantage Trust Company’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	$256K	Sell
2025 Q2	$364K	Buy
2025 Q1	$187K	Sell
2024 Q4	$239K	Hold
2024 Q3	$258K	Sell
2024 Q2	$310K	Hold
2024 Q1	$341K	Hold
2023 Q4	$275K	Buy