Epic Trust Investment Advisors’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
$452K Buy
2024
Q1
$487K Buy
2023
Q4
$372K Sell
2023
Q3
$348K Buy
2023
Q2
$290K Buy
2023
Q1
$264K Buy
2022
Q4
$274K Buy