Concord Asset Management (Virginia)’s Caterpillar CAT Stock Holding History

Concord Asset Management (Virginia)’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	$3.76M	Buy
2025 Q1	$2.66M	Buy
2024 Q4	$2.21M	Sell
2024 Q3	$2.49M	Buy
2024 Q2	$1.85M	Buy
2024 Q1	$1.82M	Buy
2023 Q4	$1.32M	Buy
2023 Q3	$868K	Buy