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Stonebridge Financial Group’s Caterpillar CAT Stock Holding History

Stonebridge Financial Group’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$618K Buy
1,593
+31
+2% +$12K 0.06% 135
2025
Q1 		$515K Buy
1,562
+29
+2% +$9.57K 0.05% 149
2024
Q4 		$556K Buy
+1,533
New +$556K 0.06% 142