Atlanta Consulting Group Advisors’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$910K Hold
2025
Q1
$773K Buy
2024
Q4
$827K Sell
2024
Q3
$1.19M Buy
2024
Q2
$769K Hold
2024
Q1
$846K Buy