Applied Capital’s Caterpillar CAT Stock Holding History

Applied Capital’s Portfolio CAT Stock Details CAT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$201K	Buy
2022 Q4	–	Sell
2022 Q3	$334K	Sell
2022 Q2	$365K	Sell
2022 Q1	$718K	Sell
2021 Q4	$697K	Sell
2021 Q3	$694K	Buy
2021 Q2	$782K	Hold
2021 Q1	$834K	Buy