Connectus Wealth’s Caterpillar CAT Stock Holding History

Connectus Wealth’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
2024 Q1	$26.1M	Buy
2023 Q4	$818K	Sell
2023 Q3	$779K	Buy
2023 Q2	$374K	Buy
2023 Q1	$327K	Buy
2022 Q2	–	Sell
2022 Q1	$2.05M	Sell
2021 Q4	$2.08M	Buy