Sanctuary Advisors’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$47.2M Sell
125,814
-750
-0.6% -$281K 0.3% 63
2024
Q3
$50.3M Buy
126,564
+11,390
+10% +$4.53M 0.32% 54
2024
Q2
$39.5M Buy
+115,174
New +$39.5M 0.29% 62