Compass Financial Group (South Dakota)’s Caterpillar CAT Stock Holding History

Compass Financial Group (South Dakota)’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	$443K	Buy
2025 Q1	$376K	Buy
2024 Q4	$391K	Buy
2024 Q3	$421K	Buy
2024 Q2	$358K	Buy
2024 Q1	$393K	Buy
2023 Q4	$317K	Buy
2023 Q3	$292K	Buy
2023 Q2	$263K	Buy
2023 Q1	$244K	Buy