Guardian Asset Advisors’s Caterpillar CAT Stock Holding History

Guardian Asset 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
2025 Q2	$751K	Sell
2025 Q1	$640K	Buy
2024 Q4	$692K	Hold
2024 Q3	$747K	Sell
2024 Q2	$638K	Sell
2024 Q1	$717K	Buy
2023 Q4	$578K	Buy