CLP
CAT icon

Charis Legacy Partners’s Caterpillar CAT Stock Holding History

Charis Legacy Partners’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$648K Hold
1,670
– – 1.07% 16
2025
Q1 		$551K Hold
1,670
– – 1.04% 17
2024
Q4 		$606K Buy
+1,670
New +$606K 1.24% 16