Cape Investment Advisory’s Caterpillar CAT Stock Holding History

Cape Investment Advisory’s Portfolio CAT Stock Details CAT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$175K	Buy
2025 Q1	$148K	Sell
2024 Q4	$171K	Buy
2024 Q3	$173K	Hold
2024 Q2	$148K	Hold
2024 Q1	$162K	Hold
2023 Q4	$131K	Sell
2023 Q3	$149K	Buy
2023 Q2	$134K	Buy
2023 Q1	$124K	Buy