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Kestra Investment Management’s Caterpillar CAT Stock Holding History

Kestra Investment Management’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
Q2 		$1.96M Buy
5,350
+3,290
+160% +$1.2M 0.03% 191
2025
Q1 		$679K Buy
2,060
+737
+56% +$243K 0.02% 226
2024
Q4 		$480K Buy
1,323
+318
+32% +$115K 0.02% 237
2024
Q3 		$393K Buy
+1,005
New +$393K 0.02% 233