Catherine Avery Investment Management LLC’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$87.1K Sell
2025
Q3
$135K Sell
2025
Q2
$112K Sell
2025
Q1
$119K Sell
2024
Q4
$3.02M Buy