Coppell Advisory Solutions’s Caterpillar CAT Stock Holding History

Coppell Advisory Solutions’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	$223K	Buy
2025 Q1	–	Sell
2024 Q4	$163K	Sell
2024 Q3	$196K	Sell
2024 Q2	$176K	Buy
2023 Q4	$121K	Buy
2023 Q3	$85.8K	Buy
2023 Q2	$60.5K	Buy
2023 Q1	–	Sell
2022 Q4	$85.8K	Buy