Epic Trust Investment Advisors’s Caterpillar CAT Stock Holding History

Epic Trust Investment 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
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