Coastal Bridge Advisors’s Caterpillar CAT Stock Holding History

Coastal Bridge Advisors’s Portfolio CAT Stock Details CAT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$870K	Buy
2025 Q2	$634K	Buy
2025 Q1	$533K	Buy
2024 Q2	–	Sell
2024 Q1	$272K	Hold
2023 Q4	$220K	Buy
2017 Q4	–	Sell
2017 Q3	$249K	Buy