Moss Adams Wealth Advisors’s Caterpillar CAT Stock Holding History

Moss Adams 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 Q3	$491K	Buy
2025 Q2	$354K	Sell
2025 Q1	$395K	Sell
2024 Q4	$438K	Buy
2024 Q3	$431K	Buy
2024 Q2	$330K	Buy
2024 Q1	$283K	Sell
2023 Q4	$326K	Buy
2023 Q3	$243K	Buy