Buck Wealth Strategies’s Caterpillar CAT Stock Holding History

Buck Wealth Strategies’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	$530K	Sell
2025 Q1	$1.02M	Buy
2024 Q4	$770K	Buy
2024 Q3	$498K	Sell
2024 Q2	$661K	Sell
2024 Q1	$10.7M	Buy
2023 Q4	$615K	Sell
2023 Q3	$584K	Buy
2023 Q2	$63.7K	Buy
2022 Q3	$234K	Buy