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Truepoint Inc’s Caterpillar CAT Stock Holding History

Truepoint Inc’s Portfolio CAT Stock Details CAT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-7,420
Closed -$2.19M – 139
2023
Q4 		$2.19M Sell
7,420
-632
-8% -$187K 0.06% 53
2023
Q3 		$2.2M Buy
+8,052
New +$2.2M 0.07% 52