Concurrent Investment Advisors’s Caterpillar CAT Stock Holding History

Concurrent Investment Advisors’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	$8.94M	Buy
2025 Q1	$7.19M	Sell
2024 Q4	$9.34M	Buy
2024 Q3	$8.54M	Buy
2024 Q2	$6.52M	Buy
2024 Q1	$5.67M	Sell
2023 Q4	$4.88M	Buy