CFS Investment Advisory Services’s Caterpillar CAT Stock Holding History

CFS Investment Advisory Services’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	$819K	Buy
2025 Q1	$678K	Buy
2024 Q4	$733K	Sell
2024 Q3	$792K	Buy
2024 Q2	$543K	Buy
2022 Q2	–	Sell
2022 Q1	$1K	Buy