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M.E. Allison & Co’s Caterpillar CAT Stock Holding History

M.E. Allison & Co’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 		$328K Buy
845
+1
+0.1% +$388 0.26% 108
2025
Q1 		$278K Buy
844
+1
+0.1% +$330 0.28% 108
2024
Q4 		$306K Buy
+843
New +$306K 0.34% 89