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Park Square Financial Group’s Caterpillar CAT Stock Holding History

Park Square Financial Group’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 		$202K Sell
520
-3
-0.6% -$1.17K 0.15% 104
2025
Q1 		$172K Sell
523
-235
-31% -$77.5K 0.14% 103
2024
Q4 		$275K Buy
+758
New +$275K 0.19% 67