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INVST’s Caterpillar CAT Stock Holding History

INVST’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$354K Buy
1,074
+411
+62% +$136K 0.05% 235
2024
Q4 		$240K Buy
663
+12
+2% +$4.35K 0.03% 227
2024
Q3 		$255K Sell
651
-45
-6% -$17.6K 0.03% 217
2024
Q2 		$229K Buy
+696
New +$229K 0.03% 238