BPFA
CAT icon

Barnes Pettey Financial Advisors’s Caterpillar CAT Stock Holding History

Barnes Pettey Financial Advisors’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$252K Hold
650
– – 0.17% 91
2025
Q1 		$214K Hold
650
– – 0.17% 94
2024
Q4 		$236K Hold
650
– – 0.18% 86
2024
Q3 		$254K Hold
650
– – 0.2% 81
2024
Q2 		$217K Hold
650
– – 0.19% 91
2024
Q1 		$238K Buy
+650
New +$238K 0.21% 82