Cadent Capital 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
Q3
Sell
2025
Q2
$1.11M Sell
2025
Q1
$1.07M Buy
2024
Q4
$985K Sell
2024
Q3
$1.07M Buy
2023
Q2
Sell
2023
Q1
$7.91K Buy
2022
Q4
$8.24K Buy