Commonwealth Financial Services’s Caterpillar CAT Stock Holding History

Commonwealth Financial 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	$382K	Buy
2025 Q1	$320K	Sell
2024 Q4	$353K	Buy
2024 Q3	$378K	Sell
2024 Q2	$330K	Sell
2024 Q1	$329K	Hold
2023 Q4	$329K	Buy
2023 Q3	$290K	Buy