Savvy Advisors Inc’s Caterpillar CAT Stock Holding History

Savvy Advisors Inc’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 Q2	$1.98M	Buy
2025 Q1	$1.41M	Buy
2024 Q4	$1.47M	Sell
2024 Q3	$1.6M	Buy
2024 Q2	$667K	Buy
2024 Q1	$650K	Buy
2023 Q4	$479K	Buy