Jessup Wealth Management’s Caterpillar CAT Stock Holding History

Jessup Wealth Management’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	$269K	Buy
2023 Q4	–	Sell
2023 Q3	$321K	Buy
2023 Q2	$288K	Buy
2023 Q1	$266K	Buy
2022 Q4	$278K	Buy