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Compass Financial Services’s Caterpillar CAT Stock Holding History

Compass Financial Services’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 		$36.6K Hold
94
– – 0.02% 114
2025
Q1 		$31K Buy
94
+31
+49% +$10.2K 0.02% 112
2024
Q4 		$22.8K Buy
+63
New +$22.8K 0.01% 99