Tidemark’s Caterpillar CAT Stock Holding History

Tidemark’s Portfolio CAT Stock Details CAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.18M	Buy
2025 Q1	$804K	Buy
2024 Q4	$838K	Buy
2024 Q3	$897K	Buy
2024 Q2	$763K	Buy
2024 Q1	$815K	Buy
2023 Q4	$636K	Buy