D.B. Root & Company’s Caterpillar CAT Stock Holding History

D.B. Root & Company’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	$323K	Sell
2025 Q1	$314K	Sell
2024 Q4	$348K	Buy
2024 Q3	$369K	Buy
2024 Q2	$289K	Buy
2024 Q1	$273K	Buy
2021 Q2	–	Sell
2021 Q1	$203K	Buy