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Cove Private Wealth’s Caterpillar CAT Stock Holding History

Cove Private Wealth’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 		$916K Buy
2,359
+704
+43% +$273K 0.32% 73
2025
Q1 		$546K Buy
1,655
+245
+17% +$80.8K 0.29% 84
2024
Q4 		$511K Buy
+1,410
New +$511K 0.31% 66