Northstar Advisory Group’s Caterpillar CAT Stock Holding History

Northstar Advisory Group’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 Q1	–	Sell
2024 Q4	$331K	Sell
2024 Q3	$361K	Sell
2024 Q2	$318K	Buy
2024 Q1	$336K	Hold
2023 Q4	$282K	Sell
2023 Q3	$688K	Buy