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Talon Private Wealth’s Caterpillar CAT Stock Holding History

Talon Private Wealth’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 		$982K Buy
2,529
+34
+1% +$13.2K 0.14% 99
2025
Q1 		$823K Buy
2,495
+2,421
+3,272% +$798K 0.11% 102
2024
Q4 		$26.8K Sell
74
-15
-17% -$5.44K 0.01% 179
2024
Q3 		$34.8K Buy
+89
New +$34.8K 0.01% 112