Enclave Advisors’s Caterpillar CAT Stock Holding History

Enclave Advisors’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 Q3	$339K	Buy
2025 Q2	$257K	Sell
2025 Q1	$227K	Sell
2024 Q4	$258K	Hold
2024 Q3	$278K	Buy