Allen Wealth Management’s Caterpillar CAT Stock Holding History

Allen Wealth Management’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	$1.51M	Sell
2025 Q2	$1.43M	Sell
2025 Q1	$1.32M	Buy
2024 Q4	$1.44M	Sell
2024 Q3	$1.85M	Sell
2024 Q2	$1.69M	Sell
2024 Q1	$1.9M	Sell
2023 Q4	$1.64M	Buy