Focus Partners Wealth
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Focus Partners Wealth’s Caterpillar CAT Stock Holding History

Focus Partners Wealth’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 		$120M Buy
2025
Q1 		$96M Buy
2024
Q4 		$98M Buy
2024
Q3 		$94.2M Sell
2024
Q2 		$138M Buy
2024
Q1 		$7.06M Buy
2023
Q4 		$2.21M Buy