Centerpoint Advisory Group’s Caterpillar CAT Stock Holding History

Centerpoint Advisory Group’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	$377K	Sell
2025 Q1	$336K	Hold
2024 Q4	$370K	Buy