AlphaCore Capital’s Caterpillar CAT Stock Holding History

AlphaCore Capital’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 Q2	$1.01M	Buy
2025 Q1	$599K	Buy
2024 Q4	$371K	Sell
2024 Q3	$401K	Sell
2024 Q2	$361K	Buy
2024 Q1	$320K	Buy
2023 Q4	$244K	Hold
2023 Q3	$225K	Buy
2020 Q2	–	Sell
2020 Q1	$99K	Sell
2019 Q4	$214K	Buy