AIP
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Alexis Investment Partners’s Caterpillar CAT Stock Holding History

Alexis Investment Partners’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 		$1.2M Buy
3,118
+207
+7% +$79.8K 0.52% 29
2025
Q1 		$960K Sell
2,911
-459
-14% -$151K 0.46% 31
2024
Q4 		$1.22M Buy
+3,370
New +$1.22M 0.6% 26