Corps Capital Advisors’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-5,060
Closed -$1.67M 56
2025
Q1
$1.67M Buy
5,060
+14
+0.3% +$4.62K 1.76% 17
2024
Q4
$1.83M Buy
+5,046
New +$1.83M 1.86% 15