Trust Point Inc’s Caterpillar CAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.59M Sell
2025
Q2
$2.11M Sell
2025
Q1
$1.81M Sell
2024
Q4
$2.19M Buy
2024
Q3
$2.04M Buy
2024
Q2
$1.71M Sell
2024
Q1
$1.92M Buy
2023
Q4
$1.52M Buy