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Enclave Advisors’s Caterpillar CAT Stock Holding History

Enclave Advisors’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$257K Sell
661
-28
-4% -$10.9K 0.04% 106
2025
Q1 		$227K Sell
689
-23
-3% -$7.59K 0.04% 105
2024
Q4 		$258K Hold
712
– – 0.04% 107
2024
Q3 		$278K Buy
+712
New +$278K 0.05% 98