Transce3nd’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$178K Sell
457
-36
-7% -$14K 0.08% 151
2025
Q1
$162K Sell
493
-148
-23% -$48.6K 0.07% 159
2024
Q4
$233K Buy
+641
New +$233K 0.08% 154