IAG
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Ipsen Advisor Group’s Caterpillar CAT Stock Holding History

Ipsen Advisor Group’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$279K Buy
719
+3
+0.4% +$1.16K 0.21% 87
2025
Q1 		$236K Buy
716
+3
+0.4% +$989 0.2% 85
2024
Q4 		$259K Buy
+713
New +$259K 0.22% 82