Trueblood Wealth Management’s Caterpillar CAT Stock Holding History

Trueblood Wealth Management’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 Q3	$2.75M	Sell
2025 Q2	$2.3M	Sell
2025 Q1	$2.24M	Buy
2024 Q4	$2.45M	Buy
2024 Q3	$2.56M	Sell
2024 Q2	$2.2M	Sell
2024 Q1	$2.43M	Sell
2023 Q4	$2M	Buy