Aprio Wealth Management’s Caterpillar CAT Stock Holding History

Aprio 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 Q2	$699K	Sell
2025 Q1	$646K	Buy
2024 Q4	$687K	Buy
2024 Q3	$410K	Buy
2024 Q2	$292K	Sell
2024 Q1	$324K	Buy
2023 Q4	$240K	Buy
2023 Q3	$221K	Buy