Icon Wealth Advisors’s Caterpillar CAT Stock Holding History

Icon Wealth 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	$755K	Buy
2025 Q1	$603K	Sell
2024 Q4	$751K	Buy
2024 Q3	$765K	Buy
2024 Q2	$603K	Buy
2024 Q1	$366K	Buy
2023 Q4	$275K	Buy
2022 Q4	–	Sell
2022 Q3	$101K	Buy