McDonald Partners’s Caterpillar CAT Stock Holding History

McDonald Partners’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 Q3	$318K	Sell
2025 Q2	$271K	Sell
2025 Q1	$259K	Hold
2024 Q4	$284K	Hold
2024 Q3	$307K	Buy
2024 Q2	$261K	Sell
2024 Q1	$288K	Hold
2023 Q4	$232K	Sell
2023 Q3	$216K	Buy