Intellus Advisors’s Caterpillar CAT Stock Holding History

Intellus 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	$513K	Buy
2025 Q1	$411K	Buy
2024 Q4	$452K	Buy