MeadowBrook Investment Advisors’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-39
Closed -$12.9K 242
2025
Q1
$12.9K Hold
39
0.01% 239
2024
Q4
$14.1K Hold
39
0.01% 236
2024
Q3
$15.3K Buy
+39
New +$15.3K 0.01% 229