Geller Advisors’s Caterpillar CAT Stock Holding History

Geller 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
2024 Q4	$671K	Sell
2024 Q3	$1.19M	Sell
2024 Q2	$1.01M	Buy
2024 Q1	$1.1M	Sell
2023 Q4	$898K	Sell
2023 Q3	$836K	Buy
2023 Q2	$749K	Buy
2023 Q1	$462K	Buy
2022 Q4	$400K	Buy