HA
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Helium Advisors’s Caterpillar CAT Stock Holding History

Helium Advisors’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 		$301K Hold
776
– – 0.19% 80
2025
Q1 		$256K Buy
776
+201
+35% +$66.3K 0.19% 79
2024
Q4 		$209K Buy
+575
New +$209K 0.17% 96