MAM
CAT icon

Milestone Asset Management’s Caterpillar CAT Stock Holding History

Milestone Asset Management’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
2026
Q2 		$6.32M Sell
5,933
-978
-14% -$859K 0.99% 24
2026
Q1 		$4.9M Buy
6,911
+3,821
+124% +$2.65M 0.9% 28
2025
Q4 		$1.77M Buy
3,090
+386
+14% +$215K 0.33% 63
2025
Q3 		$1.29M Buy
2,704
+623
+30% +$266K 0.24% 71
2025
Q2 		$808K Buy
2,081
+712
+52% +$237K 0.17% 108
2025
Q1 		$452K Sell
1,369
-3,591
-72% -$1.28M 0.1% 150
2024
Q4 		$1.8M Buy
4,960
+1,456
+42% +$565K 0.4% 68
2024
Q3 		$1.37M Buy
3,504
+143
+4% +$49.4K 0.31% 72
2024
Q2 		$1.12M Buy
+3,361
New +$1.17M 0.28% 73

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CTB
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NAM
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BIAS
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