Huntleigh Advisors’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.17M Sell
5,598
-2
-0% -$776 0.42% 60
2025
Q1
$1.85M Buy
5,600
+66
+1% +$21.8K 0.43% 60
2024
Q4
$2.01M Buy
+5,534
New +$2.01M 0.43% 54