Principal Securities’s Caterpillar CAT Stock Holding History

Principal Securities’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 Q3	$10.3M	Buy
2025 Q2	$8.09M	Buy
2025 Q1	$7M	Buy
2024 Q4	$6.98M	Buy
2024 Q3	$7.16M	Buy
2024 Q2	$5.39M	Buy
2024 Q1	$4.09M	Sell
2023 Q4	$3.83M	Buy