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Optivise Advisory Services’s Caterpillar CAT Stock Holding History

Optivise Advisory Services’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-651
Closed -$254K – 177
2024
Q3 		$254K Sell
651
-88
-12% -$34.4K 0.13% 140
2024
Q2 		$246K Buy
+739
New +$246K 0.13% 145