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Claris Financial’s Caterpillar CAT Stock Holding History

Claris Financial’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 		$642K Buy
1,654
+492
+42% +$191K 0.48% 61
2025
Q1 		$422K Hold
1,162
– – 0.28% 82
2024
Q4 		$422K Buy
+1,162
New +$422K 0.28% 82