Garrett Wealth Advisory Group’s Caterpillar CAT Stock Holding History

Garrett Wealth Advisory Group’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	$1.1M	Buy
2025 Q1	$907K	Buy
2024 Q4	$533K	Buy
2024 Q3	$460K	Hold
2024 Q2	$391K	Hold
2024 Q1	$431K	Sell
2023 Q4	$355K	Sell
2023 Q3	$335K	Buy
2019 Q4	–	Sell
2019 Q3	$46.9K	Buy