Canvas Wealth Advisors’s Caterpillar CAT Stock Holding History

Canvas Wealth Advisors’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	$455K	Buy
2025 Q1	$270K	Buy
2024 Q4	$331K	Buy
2024 Q3	$323K	Buy
2022 Q2	–	Sell
2022 Q1	$239K	Sell
2021 Q4	$235K	Buy
2021 Q3	–	Sell
2021 Q2	$208K	Buy
2021 Q1	$206K	Buy