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Cornerstone Select Advisors’s Caterpillar CAT Stock Holding History

Cornerstone Select Advisors’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$629K Sell
1,620
-80
-5% -$31.1K 0.55% 51
2025
Q1 		$561K Buy
1,700
+6
+0.4% +$1.98K 0.53% 55
2024
Q4 		$615K Buy
+1,694
New +$615K 0.59% 52