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Trivium Point Advisory’s Caterpillar CAT Stock Holding History

Trivium Point Advisory’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$748K Buy
1,926
+1,099
+133% +$427K 0.08% 210
2025
Q1 		$273K Buy
827
+124
+18% +$40.9K 0.03% 291
2024
Q4 		$255K Buy
+703
New +$255K 0.03% 305