Fortis Capital Advisors’s Caterpillar CAT Stock Holding History

Fortis Capital Advisors’s Portfolio CAT Stock Details CAT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$279K	Buy
2023 Q2	–	Sell
2023 Q1	$18.5K	Hold
2022 Q4	$19.4K	Buy