Midland Wealth Advisors’s Caterpillar CAT Stock Holding History

Midland Wealth Advisors’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 Q2	$1.52M	Sell
2025 Q1	$1.38M	Sell
2024 Q4	$1.54M	Sell
2024 Q3	$3.86M	Sell
2024 Q2	$3.85M	Sell
2024 Q1	$4.28M	Buy
2023 Q4	$3.2M	Buy