Atala Financial’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$297K Hold
765
0.2% 97
2025
Q1
$252K Hold
765
0.18% 103
2024
Q4
$278K Buy
+765
New +$278K 0.19% 102