James J. Burns & Company’s Caterpillar CAT Stock Holding History

James J. Burns & Company’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	$363K	Buy
2025 Q1	$300K	Hold
2024 Q4	$331K	Buy
2024 Q3	$356K	Buy
2024 Q2	$230K	Buy