Financial Advisors’s Caterpillar CAT Stock Holding History

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	$423K	Hold
2025 Q1	$359K	Hold
2024 Q4	$395K	Hold
2024 Q3	$426K	Sell
2024 Q2	$376K	Hold
2024 Q1	$414K	Hold
2023 Q4	$334K	Hold
2023 Q3	$308K	Hold
2023 Q2	$278K	Buy