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IFC Advisors’s Caterpillar CAT Stock Holding History

IFC Advisors’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.01M Buy
5,186
+119
+2% +$46.2K 0.38% 53
2025
Q1 		$1.67M Sell
5,067
-86
-2% -$28.4K 0.35% 58
2024
Q4 		$1.87M Buy
+5,153
New +$1.87M 0.41% 49