Cook Wealth’s Caterpillar CAT Stock Holding History

Cook 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
2025 Q2	–	Sell
2025 Q1	$254K	Hold
2024 Q4	$329K	Hold
2024 Q3	$307K	Hold
2024 Q2	$279K	Hold
2024 Q1	$271K	Hold
2023 Q4	$235K	Buy
2023 Q3	–	Sell
2023 Q2	$209K	Buy