Stableford Capital II’s Caterpillar CAT Stock Holding History

Stableford Capital II’s Portfolio CAT Stock Details CAT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.01M	Sell
2025 Q2	$1.08M	Sell
2025 Q1	$835K	Buy
2024 Q4	$899K	Sell
2024 Q3	$1.01M	Sell
2024 Q2	$951K	Buy
2024 Q1	$896K	Buy
2020 Q2	–	Sell
2020 Q1	$1.73M	Buy