Capital Advantage’s Caterpillar CAT Stock Holding History

Capital Advantage’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 Q3	$1.08M	Buy
2025 Q2	$879K	Sell
2025 Q1	$860K	Hold
2024 Q4	$860K	Buy
2021 Q2	–	Sell
2021 Q1	$362K	Buy
2020 Q4	$265K	Buy