Fiduciary Alliance’s Caterpillar CAT Stock Holding History

Fiduciary Alliance’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	$1,000K	Sell
2025 Q2	$832K	Buy
2025 Q1	$538K	Sell
2024 Q4	$633K	Buy
2024 Q3	$464K	Buy
2024 Q2	$308K	Buy
2023 Q3	–	Sell
2023 Q2	$66.9K	Buy
2023 Q1	–	Sell
2022 Q4	$132K	Buy