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Copley Financial Group’s Caterpillar CAT Stock Holding History

Copley Financial Group’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 		$1.47M Hold
3,777
– – 1.09% 17
2025
Q1 		$1.25M Hold
3,777
– – 0.95% 16
2024
Q4 		$1.37M Buy
3,777
+1,732
+85% +$628K 1.05% 16
2024
Q3 		$800K Buy
+2,045
New +$800K 0.73% 19