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Smith Thornton Advisors’s Caterpillar CAT Stock Holding History

Smith Thornton Advisors’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$348K Hold
896
– – 0.2% 104
2025
Q1 		$296K Hold
896
– – 0.18% 110
2024
Q4 		$325K Buy
896
+299
+50% +$108K 0.21% 107
2024
Q3 		$233K Buy
+597
New +$233K 0.15% 123