Middleton & Co’s Caterpillar CAT Stock Holding History

Middleton & Co’s Portfolio CAT Stock Details CAT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$234K	Buy
2024 Q4	–	Sell
2024 Q3	$329K	Hold
2024 Q2	$280K	Hold
2024 Q1	$308K	Sell
2023 Q4	$322K	Hold
2023 Q3	$298K	Hold
2023 Q2	$268K	Hold
2023 Q1	$249K	Hold
2022 Q4	$261K	Buy