Strategic Advocates’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-611
Closed -$201K 127
2025
Q1
$201K Hold
611
0.07% 109
2024
Q4
$222K Buy
+611
New +$222K 0.07% 97