One Charles Private Wealth Services’s Caterpillar CAT Stock Holding History

One Charles Private Wealth Services’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	$310K	Hold
2025 Q1	$263K	Sell
2024 Q4	$302K	Hold
2024 Q3	$326K	Sell
2024 Q2	$280K	Hold
2024 Q1	$308K	Buy
2023 Q4	$239K	Buy
2023 Q3	$215K	Buy
2023 Q2	–	Sell
2023 Q1	$205K	Buy
2022 Q4	$213K	Buy