GFG
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Grantvest Financial Group’s Caterpillar CAT Stock Holding History

Grantvest Financial Group’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$268K Sell
690
-100
-13% -$38.8K 0.2% 114
2025
Q1 		$261K Sell
790
-7
-0.9% -$2.31K 0.21% 107
2024
Q4 		$289K Buy
+797
New +$289K 0.32% 94