C1AG
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Client 1st Advisory Group’s Caterpillar CAT Stock Holding History

Client 1st 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 		$217K Buy
+559
New +$217K 0.08% 122
2025
Q1 		– Sell
-559
Closed -$203K – 132
2024
Q4 		$203K Hold
559
– – 0.08% 128
2024
Q3 		$219K Buy
+559
New +$219K 0.09% 119