BCS Wealth Management’s Caterpillar CAT Stock Holding History

BCS 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	$945K	Buy
2025 Q1	$691K	Buy
2024 Q4	$760K	Buy
2024 Q2	–	Sell
2024 Q1	$574K	Hold
2023 Q4	$463K	Hold
2023 Q3	$428K	Buy
2022 Q3	–	Sell
2022 Q2	$264K	Buy
2022 Q1	–	Sell
2021 Q4	$288K	Buy