Impact Capital Partners’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$708K Buy
1,825
+98
+6% +$38K 0.23% 100
2025
Q1
$570K Buy
1,727
+73
+4% +$24.1K 0.21% 117
2024
Q4
$600K Buy
+1,654
New +$600K 0.21% 116