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Antonelli Financial Advisors’s Caterpillar CAT Stock Holding History

Antonelli Financial Advisors’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 		$409K Hold
1,053
– – 0.3% 31
2025
Q1 		$347K Hold
1,053
– – 0.28% 35
2024
Q4 		$382K Buy
+1,053
New +$382K 0.32% 35