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Sylvest Advisors’s Caterpillar CAT Stock Holding History

Sylvest Advisors’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 		$271K Buy
699
+1
+0.1% +$388 0.16% 67
2025
Q1 		$230K Hold
698
– – 0.14% 69
2024
Q4 		$253K Buy
+698
New +$253K 0.16% 71