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Centerpoint Advisory Group’s Caterpillar CAT Stock Holding History

Centerpoint Advisory Group’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$377K Sell
970
-50
-5% -$19.4K 0.33% 67
2025
Q1 		$336K Hold
1,020
– – 0.33% 69
2024
Q4 		$370K Buy
+1,020
New +$370K 0.36% 62