Everpar Advisors’s Caterpillar CAT Stock Holding History

Everpar 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	$729K	Sell
2025 Q2	$619K	Buy
2025 Q1	$458K	Sell
2024 Q4	$609K	Buy
2024 Q3	$586K	Buy
2024 Q2	$454K	Sell
2024 Q1	$518K	Sell
2023 Q4	$681K	Buy