PCG Asset Management’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$380K Buy
980
+60
+7% +$23.3K 0.33% 57
2025
Q1
$303K Buy
920
+80
+10% +$26.4K 0.28% 60
2024
Q4
$305K Buy
+840
New +$305K 0.27% 63