Diversify Advisory Services’s Caterpillar CAT Stock Holding History

Diversify Advisory Services’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	$1.42M	Buy
2025 Q1	$745K	Sell
2024 Q4	$893K	Sell
2024 Q3	$1.16M	Buy
2024 Q2	$959K	Buy
2024 Q1	$926K	Buy