Catalyst Financial Partners’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
$2.24M Buy
2025
Q2
$1.8M Sell
2025
Q1
$1.57M Buy
2024
Q4
$1.69M Buy
2024
Q3
$1.81M Buy
2024
Q2
$1.45M Buy
2024
Q1
$1.55M Buy
2023
Q4
$1.27M Buy
2023
Q3
$1.16M Buy
2023
Q2
$953K Buy
2023
Q1
$819K Buy
2022
Q4
$804K Buy