Canopy Partners’s Caterpillar CAT Stock Holding History

Canopy 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	$1.51M	Sell
2025 Q1	$1.51M	Buy
2024 Q4	$1.66M	Buy
2024 Q3	$972K	Buy
2024 Q2	$765K	Buy
2024 Q1	$818K	Buy
2023 Q4	$617K	Buy