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Fermata Advisors’s Caterpillar CAT Stock Holding History

Fermata Advisors’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$215K Sell
553
-1,822
-77% -$707K 0.06% 208
2025
Q1 		$783K Buy
2,375
+544
+30% +$179K 0.14% 116
2024
Q4 		$664K Buy
+1,831
New +$664K 0.12% 120