Fi3 Financial Advisors’s Caterpillar CAT Stock Holding History

Fi3 Financial 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 Q2	$521K	Buy
2025 Q1	$439K	Buy
2024 Q4	$481K	Sell
2024 Q3	$528K	Buy
2024 Q2	$302K	Sell
2024 Q1	$306K	Buy
2023 Q4	$255K	Sell
2023 Q3	$791K	Buy