Balboa Wealth Partners’s Caterpillar CAT Stock Holding History

Balboa Wealth Partners’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	$421K	Sell
2025 Q1	$473K	Buy
2024 Q4	$452K	Buy
2024 Q3	$381K	Sell
2024 Q2	$335K	Buy
2024 Q1	$304K	Buy
2023 Q3	–	Sell
2023 Q2	$222K	Sell
2023 Q1	$314K	Sell
2022 Q4	$393K	Buy
2022 Q3	$210K	Buy