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Optimize Financial’s Caterpillar CAT Stock Holding History

Optimize Financial’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$250K Sell
644
-4
-0.6% -$1.55K 0.15% 185
2025
Q1 		$214K Buy
648
+24
+4% +$7.92K 0.15% 186
2024
Q4 		$226K Buy
+624
New +$226K 0.17% 189