Knollwood Investment Advisory’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$272K Hold
700
0.03% 320
2025
Q1
$231K Hold
700
0.03% 336
2024
Q4
$254K Hold
700
0.03% 328
2024
Q3
$274K Hold
700
0.03% 326
2024
Q2
$233K Buy
+700
New +$233K 0.03% 333