EFG
CAT icon

Embree Financial Group’s Caterpillar CAT Stock Holding History

Embree Financial Group’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$317K Buy
817
+171
+26% +$66.4K 0.05% 169
2025
Q1 		$213K Sell
646
-269
-29% -$88.7K 0.04% 195
2024
Q4 		$332K Sell
915
-139
-13% -$50.4K 0.06% 149
2024
Q3 		$412K Buy
+1,054
New +$412K 0.07% 130