NIA
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NIA Impact Advisors’s Caterpillar CAT Stock Holding History

NIA Impact Advisors’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$253K Hold
651
– – 0.09% 87
2025
Q1 		$215K Hold
651
– – 0.08% 94
2024
Q4 		$236K Hold
651
– – 0.08% 107
2024
Q3 		$255K Buy
+651
New +$255K 0.08% 96