Goldstone Financial Group’s Caterpillar CAT Stock Holding History

Goldstone Financial 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	$1.36M	Buy
2025 Q1	$848K	Buy
2024 Q4	$741K	Buy
2024 Q3	$619K	Buy
2024 Q2	$411K	Sell
2024 Q1	$492K	Buy
2023 Q4	$388K	Buy
2023 Q3	$264K	Sell
2023 Q2	$258K	Buy
2023 Q1	$217K	Buy